How to Insert a Spreadsheet into Proposal Content

Katherine Taylor

Created Apr 19, 2024

How to Insert a Spreadsheet into Proposal Content

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FollowUpCRM

14 Steps
1

Select where you would like to insert the spreadsheet

Select where you would like to insert the spreadsheet
2

Click on Insert

Click on Insert
3

Click on Table

Click on Table
4

Click on Insert Spreadsheet

Click on Insert Spreadsheet
5

Add information into the spreadsheet

Add information into the spreadsheet
6

Click on highlight

Click on highlight
7

Formulas can be added

Formulas can be added
8

Set your visible area

Set your visible area
9

Click on Edit Visible Area

Click on Edit Visible Area
10

Click and drag to select the area you would like to be visible

Click and drag to select the area you would like to be visible
11

Click on Done

Click on Done
12

Click on Save & Exit

Click on Save & Exit
13

Your spreadsheet will now show in your content document

Double click on the spreadsheet to edit (for the template and for users creating proposals)

Your spreadsheet will now show in your content document
14

Don't forget to save your work!

Don't forget to save your work!
Well done!
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