Insert Proposal Text

Inserting text in a proposal is a two-part process. You must first insert a text box onto the proposal and then add text to the text box. You can add text boxes directly to the proposal builder or into a record that is inserted into the proposal.

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

To insert text into a proposal:

  1. In the General Elements panel, drag the Text Box element to the desired location on the proposal.
    If the same text is repeated for each record, you can drag text elements into draft record elements. For more information, see Insert a Record into a Proposal.
  2. Double-click the text box and use the Edit Text dialog box to enter the text.
    For more information, see Format the Proposal Text .
  3. Click Save.
  4. To set the text box properties, click once in the text box to open the Edit Text Properties pane.
    You can select background color, transparency, and border for the text box. For more information, see Edit Properties Pane.