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From here, you will see a new menu bar along the top of the screen. You can use this menu to edit and format text included on the page. You can also insert images, links, tables, and metrics. Metrics are dynamic data values that update based on each project. Metrics are outlined in purple to help show which values on the page are static (same for every proposal) vs dynamic data (different based on the specific project).

Example of a new " About Us " page:

How do I edit text?

To edit text shown on the page, first make sure you are have clicked into Edit mode for the page. Click or highlight text to change the text itself or change it's formatting (size, font, color, etc.). Note that depending on the formatting of the page and the text, you may need to try clicking multiple locations or using Enter/Return on your keyboard to get to the desired location to add text.

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The Quote Summary page, the Next Steps page, and the Referral Page page all require special tips:

• Quote Summary page: there are instructions under the chart on this page that explain how to view and edit what the page will look like for each type of financing. Click on a financing type shown to toggle through the different financing types. Learn more here: How do I edit a how different types of financing are shown in the proposal?
• Next Steps page: for the initial setup of the proposal, it's highly recommended to customize these to fit your companies post-proposal process to help set expectations with the customer.
• Referrals page: input an email for someone at your company that should receive the contact information for any referrals added by customers.

How do I edit how different financing types are shown on the quote details page?

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