Proposal Builder Basics
If you are new to Proposals, you may find it helpful to review information about how to insert and format elements in proposals, create individual sections and pages, and add hub records and placeholders.
- Related Topics:
- Working with Proposal Elements
Use Proposal Builder features to create and customize proposals. You can insert text, images, and hub records to develop a graphical representation of how the proposal will look, which you can then customize and change on-the-fly to meet your client requirements. - Sections & Pages Options
While you are building a proposal, the Sections & Pages pane displays when you do not have any elements selected. Use this pane to organize your proposal's information and to navigate through your proposal's individual sections and pages.
Parent Topic: Custom Proposals