Add a Page to a Proposal

As you build a proposal, you can add pages to it and set the properties for each individual page. This feature is available if you use CRM Plus.

Prerequisite: In the Navigation pane, select Proposals > Custom Proposals and then create a new proposal or open an existing proposal.

To add a page to a proposal:

  1. Click the + Add Page button beneath the first page.
    Each page is represented by a page image under the Pages heading in the Sections & Pages pane. Click the page image to open the respective page on the proposal.
  2. To continue adding pages, click the + Add Page after the inserted page and repeat to insert more pages.

Postrequisitie: Set the page properties for each page.