How to Insert a Spreadsheet into Proposal Content
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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

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2

Click on Insert

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3

Click on Table

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4

Click on Insert Spreadsheet

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5

Add information into the spreadsheet

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6

Click on highlight

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7

Formulas can be added

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8

Set your visible area

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9

Click on Edit Visible Area

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10

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

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11

Click on Done

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12

Click on Save & Exit

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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)

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14

Don't forget to save your work!

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Well done!
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