How to Update and Save New Content while in a Proposal

Rachel Hughes

Created Apr 25, 2024

How to Update and Save New Content while in a Proposal

(Admins and above only)

5
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FollowUpCRM

12 Steps
1

Click on Generate Proposal

Click on Generate Proposal
2

Click on Generate Proposal…

Click on Generate Proposal…
3

Select the Contact you'd like to send the Proposal to.

Select the Contact you'd like to send the Proposal to.
4

Click on Generate Proposal

Click on Generate Proposal
5

Select your Proposal Template

Select your Proposal Template
6

Within the "front-end" editor, Admins can make changes to the content and the opt to apply those changes to the templates OR simply save those changes as new sections.

Within the "front-end" editor, Admins can make changes to the content and the opt to apply those changes to the templates OR simply save those changes as new sections.
7

Simply make your changes.

Simply make your changes.
8

Scroll up. If you have admin access (or above) you will see these 2 buttons. Click "Update Content" to update just this piece of content across the board for any template that uses this piece of content.

Scroll up. If you have admin access (or above) you will see these 2 buttons. Click "Update Content" to update just this piece of content across the board for any template that uses this piece of content.
9

Or, click "Save Content" if these changes are more case-specific. This will NOT overwrite what exists in the templates across the board. It allows you to save these new changes as a separate piece of content.

Or, click "Save Content" if these changes are more case-specific. This will NOT overwrite what exists in the templates across the board. It allows you to save these new changes as a separate piece of content.
10

Name your new content, and choose where you'd like it to be stored in the Proposal Settings area.

Name your new content, and choose where you'd like it to be stored in the Proposal Settings area.
11

Click on Save

Click on Save
12

For more information about this ability, reach out in the Help Chat.

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