Customise the proposal PDF

Proposal PDFs are broken down into the following sections:

  • Introduction

  • Investment costs

  • Please note

  • What happens next

  • Services you have selected

To customise the copy in these sections:

  1. Select the cog icon from the main menu.

  2. Select Settings.

  3. Select Proposal manager configuration.

  4. Select Content.

  5. Go to Proposal PDF library > Proposal PDF.

  6. Each section is layed out with it's own text editor in the main pane of the page.

Use the Tags menu to add mail merge fields into your proposal PDF.

  1. Make any required changes and select Save.