Settings Pane
Use the Settings pane to set the properties for different areas of the proposal, including records, text, pages, documents, section breaks, and sections and pages.
- Related Topics:
- Edit Record Layout Pane
When you add hub records to a proposal or modify existing records, you can format and save the records that are included with the proposal. This pane is available when you work in edit mode. - Edit Text Properties Pane
Use formatting options to customize the text boxes for a proposal. You can select a background color, transparency, and border. Use the custom color palette to mix your own color. - Page Properties Pane
Use the Page Properties pane to set the font, margins, orientation, paper size, and other formatting options for each page of the proposal. - Document Properties Pane
When you create a proposal, you can set the default properties for all pages of the proposal document, including page height and orientation, margins, headers and footers, and so on. - Table Properties Pane
After you add tables to your proposal, you can format the tables and individual cells within the tables. Use the Table Properties pane to set the table size, position, border, color, cell styles, and other formatting options for each table in the proposal. You can also multi-select tables within the proposal and specify the same format for all tables - Cell Properties Pane
Use the Cell Properties pane to set the text, border, color, padding, size, and other formatting options for the cells within the tables on the proposal. - Edit Image Properties Pane
You customize the images for a proposal by selecting a background color, transparency, and border. You can also use the custom color palette to mix your own colors. - Edit Section Break Properties
As you add information and sections to proposals, you can use this pane to enter a name for the selected proposal section. - Edit Line Properties Pane
To format the lines that are used on a proposal, you can select a color, transparency, and thickness. - Sections & Pages Pane
As you build a proposal, you can insert pages and use sections to organize those pages. For easy navigation, the Sections and Pages pane provides a detailed listing of both sections and pages.
Parent Topic: Fields and Options