How to Add Mapped Fields to Proposal Content

Katherine Taylor

Created Apr 19, 2024

How to Add Mapped Fields to Proposal Content

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FollowUpCRM

12 Steps
1

Click on Proposal Settings

Click on Proposal Settings
2

Click on Content

Click on Content
3

Select the piece of content you would like to edit

Select the piece of content you would like to edit
4

Click on dropdown trigger and Manage

Click on dropdown trigger and Manage
5

Select from the Fields section any items you would like to automatically pull in information from the project page

Select from the Fields section any items you would like to automatically pull in information from the project page
6

Custom Fields are also available to be mapped

Custom Fields are also available to be mapped
7

Click to add to the document

Click to add to the document
8

Any items in double brackets}} are mapped fields

Any items in double brackets}} are mapped fields
9

Use Contact Signature if you would like a digital signature from the client

Use Contact Signature if you would like a digital signature from the client
10

Use Signature Date to add the date of client signature

Use Signature Date to add the date of client signature
11

Use My Signature to prompt a countersignature

Use My Signature to prompt a countersignature
12

My fields (email, name, number, title) will populate the information of the person creating the proposal

My fields (email, name, number, title) will populate the information of the person creating the proposal
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