Every proposal is made up of sections, which you can think of like building blocks in a proposal. A section could be something like "About Us", "Scope and Deliverables" or "Budget". It also may contain just one page, or several pages.

There are two ways to create a new section. You can create a section directly in your content library, which we cover in this article, or you can create the section while you're in a proposal or template, which we'll cover in this article.

To create a section in a proposal, click on the + button above the page list.

You'll be asked to give the section a name, and optionally tag it. You'll also need to decide if you want the section to have page flow turned on or off.

Once a section is created you can add text, images, videos, shapes, fees or additional pages to it.

Pushing a section to your content library for reuse

If you'd like to add a section you've created in a proposal to your library, click on the last edit date to open the revision history:

If you click on the push button it will copy the contents of the section into your content library so you can reuse it again in the future.

Re-ordering sections in your list

You can re-order sections by clicking on it in the section list and dragging it up or down.

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Adding sections from the content library

You can add a section from your library to any proposal or template by clicking the library icon and then dragging the section onto the section list.

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Renaming sections

When you hover over a section you'll see a settings icon. You can click on this to bring up a fly-out menu that allows you to rename the proposal, duplicate or delete it.

An alternative way to rename the section is to click the name above the page and it will turn into an input. From there click the check icon and it will save the new name.

Duplicating sections

When you hover over a section you'll see a settings icon. You can click on this to bring up a fly-out menu that allows you to rename the proposal, duplicate or delete it.

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Deleting sections

You can remove a section from your proposal by pressing on the settings icon that appears when you hover over the section in your list, and then click "delete" from the flyout menu.


Note
: If you delete a section from your proposal it WON'T remove it from the content library. You can delete the section directly from your library if you want it permanently deleted.

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