How to Add Drop-down Lists in Proposal Content

Katherine Taylor

Created Apr 19, 2024

How to Add Drop-down Lists in Proposal Content

5
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FollowUpCRM

15 Steps
1

Select where you would like the dropdown option

Dropdown options are for the person creating the proposal (not the customer)

Select where you would like the dropdown option
2

Click on Insert

Click on Insert
3

Click on Insert content controls

Click on Insert content controls
4

Click on Drop-down list

Click on Drop-down list
5

Right click on the content box

Right click on the content box
6

Click on Content control settings

Click on Content control settings
7

Click on Drop-down list

Click on Drop-down list
8

Click on Display name Value …

Click on Display name Value	…
9

Click on Add

Click on Add
10

Enter Display name

Enter Display name
11

Click on OK

Click on OK
12

Add any additional options

Add any additional options
13

Click on OK

Click on OK
14

The proposal creator will now be able to select from a pre-defined list

The proposal creator will now be able to select from a pre-defined list
15

Click on highlight

Click on highlight
Well done!
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