ProposalPoint Training Video 8: How to Add a New Proposal – Proposal Layout

  • Ryan O'Grady Ryan O'Grady
  • Aug 07, 2018

So we’re on the last stage of building our proposal, stage four. So this is the layout where you can choose exactly the flow of the proposal and how you’d like it to look to the end user. You can grab these sections here and move them up or down and put them in a different order. It’s only for this particular proposal, you won’t amend that for anyone’s moving forward. You can also click here to hide them if you didn’t wanna show them in this particular proposal and move those around. And once you’re happy with those, simply hit publish and you will have your proposal ready to go.