Make sure that you have added any content that needs to be included in the proposal template
5
Click on Section Contents
6
Click on New Section Content
7
Enter the Section Content Name
8
Click on Save
9
Click on dropdown trigger
10
Click on Manage
11
Click on Manage Section Content
12
Select the Content you would like to include in this Section Content Group
13
You can select one or many pieces of content
14
Click on Save
15
Click on Go back…
16
Click on Go back
17
Click on Sections
18
Click on New Section
19
Enter Section name
20
Select Section Type
21
Select Section Content
22
Select Content
This will be the first option of content that shows up in the section
23
Click on Save
24
Click on Proposals
25
Click on New Proposal Template
26
Enter Proposal Template Name
27
Click on Save
28
Click on dropdown trigger
29
Click on Manage
30
Click on Go back…
31
Click on Manage Sections
32
Select section(s) you would like to be available for this proposal template
33
Click on Manage Sections…
34
Click on Save
35
Click on Go back…
36
To manage the Cover Page, click the dropdown trigger
37
Manage Cover Page Options
38
Click on Update
Well done!
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