How to Add or Turn Off Additional Sections in the Proposal Generator

Rachel Hughes

Created Apr 24, 2024

How to Add or Turn Off Additional Sections in the Proposal Generator

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FollowUpCRM

4 Steps

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1. Within the Proposal Generator, click "Add Custom Section"

Within the Proposal Generator, click "Add Custom Section"

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2. Click the three dots.

Click the three dots.

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3. You now have the options to add text pages, PDFs, Excel pages, Photo Pages, Quote Pages or Standard Sections,

You now have the options to add text pages, PDFs, Excel pages, Photo Pages, Quote Pages or Standard Sections,

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4. You can also "turn off" a section if you want the section to exist, but don't necessarily want it to be included in this particular proposal.

You can also "turn off" a section if you want the section to exist, but don't necessarily want it to be included in this particular proposal.

Well done!

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