How to Change Proposal Settings

Rachel Hughes

Created Apr 24, 2024

How to Change Proposal Settings

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FollowUpCRM

21 Steps
1

Click on Your Profile

Click on Your Profile
2

Click on Company Settings

Click on Company Settings
3

Click on Proposal Settings

Click on Proposal Settings
4

This opens up the Proposal Settings area, or "back-end" of the Proposal Generator. This is where admins, senior managers, and owners can make changes to Proposal Templates, Sections, Section Content, and Pricing and Quoting pages.

This opens up the Proposal Settings area, or "back-end" of the Proposal Generator. This is where admins, senior managers, and owners can make changes to Proposal Templates, Sections, Section Content, and Pricing and Quoting pages.
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Below is a diagram of the different pieces of Proposal Settings, and what kinds of files are accepted into each area. Templates are the overall Proposal Templates, and there are 3 sub categories of content with your templates: Sections, Section Contents, and Content Pages.

Below is a diagram of the different pieces of Proposal Settings, and what kinds of files are accepted into each area. Templates are the overall Proposal Templates, and there are 3 sub categories of content with your templates: Sections, Section Contents, and Content Pages.
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Exploring the Different Tabs

Content Tab: START HERE when building templates. The content tab allows you to edit the content on the pages. This area works exactly like the "front-end" of the Proposal Generator (within Projects), and 99% like Microsoft Word.

Section Contents: The Section Contents Tab categorizes your Content pages into Sections.

Sections: The Sections Tab categorizes your Section Contents into Sections.

Proposals: The Proposals Tab organizes all categories into distinct Proposals.



Settings: The Settings tab offers 2 options:

  • The ability to turn on the display proposal generator button

  • The ability to display page numbers in the proposal review

Products and Services: The Products and Services tab allows you to create Pricing and Quoting Content for your Proposal Templates.

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To make changes to Content Pages, click the "Content" tab.

To make changes to Content Pages, click the "Content" tab.
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Click on the three dots.

Click on the three dots.
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Click on Manage

Click on Manage
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You can make any changes you'd like to the body of a Content Page simply by clicking and typing.

You can make any changes you'd like to the body of a Content Page simply by clicking and typing.
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You can change the fonts, make indentations, add headers and footers, use bullets, etc. This editor works 99% like Microsoft Word.

You can change the fonts, make indentations, add headers and footers, use bullets, etc. This editor works 99% like Microsoft Word.
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To edit a cover page, go. back to the proposal settings area.

To edit a cover page, go. back to the proposal settings area.
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Click on Proposals

Click on Proposals
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Locate the template you'd like to edit the cover page on, and click the 3 dots.

Locate the template you'd like to edit the cover page on, and click the 3 dots.
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Click on Manage

Click on Manage
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Click "Cover Page," and opt to turn off all cover pages or to select different cover pages.

Click "Cover Page," and opt to turn off all cover pages or to select different cover pages.
17

Click on Update.

Click on Update.
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If you have certain pages that you want to exist in settings for the future, but you do not want them to be available for your team to use at this time, you have the option to enable or disable them. Click on the three dots next to the page.

If you have certain pages that you want to exist in settings for the future, but you do not want them to be available for your team to use at this time, you have the option to enable or disable them. Click on the three dots next to the page.
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Click on Enable.

Click on Enable.
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Or click disable.

Or click disable.
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These are some of the ways to make changes to your proposal settings. For more questions about proposal settings, please reach out via the help chat.

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