How to Add Proposal Content
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Katherine Taylor

Created Apr 19, 2024

How to Add Proposal Content

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FollowUpCRM

12 Steps
1

Click on your name in the top right corner

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2

Click on Company Settings

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3

Click on Proposal Settings

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4

Click on Content

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5

Click on New Content

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6

Type the name of your content

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7

Select your Section Type

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8

Click on Save

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9

Click on Upload Word Document

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10

Drop or select a document

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11

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

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12

Click on Save Content

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