How to Add Proposal Content

Katherine Taylor

Created Apr 19, 2024

How to Add Proposal Content

9
    a

FollowUpCRM

12 Steps
1

Click on your name in the top right corner

Click on your name in the top right corner
2

Click on Company Settings

Click on  Company Settings
3

Click on Proposal Settings

Click on Proposal Settings
4

Click on Content

Click on Content
5

Click on New Content

Click on New Content
6

Type the name of your content

Type the name of your content
7

Select your Section Type

Select your Section Type
8

Click on Save

Click on Save
9

Click on Upload Word Document

Click on  Upload Word Document
10

Drop or select a document

Drop or select a document
11

Check Use Embedded Header & Footer Image in Proposal (for Word documents only)

Check Use Embedded Header & Footer Image in Proposal (for Word documents only)
12

Click on Save Content

Click on Save Content
Well done!
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