Sales documents come in all shapes and sizes. Should they be long? Wide? It depends on how you want your information laid out. Proposify helps you set the page layout that best suits what you need.

Here’s what this article covers:

Reaching the Page Menu

To access page setup, enter the Proposal or Template Editor. Next, select edit styles and formatting, found above the menu pane:

Your page will enter the style and format menu. You’ll find the options on the right, with a live preview of your sales document on the left.

Select the Page tab:

Page Menu Breakdown

Page Size:

This determines how big each page is going to be. We have 3 options:

  • Letter, the North American standard.
  • A4, the international standard.
  • Legal, the standard for long North Americans.

Page Orientation:

Choose which way is “up” for the page:

  • Portrait
  • Landscape

HEADS UP: When changing page orientation, your text boxes, images, shapes, and other content will keep their old dimensions. It’s a good idea to figure your page dimensions first before getting started to avoid a load of manual resizing and moving.

Margins:

This is where you can change the size and position of every page flow textbox.

Related Reading

Formatting Your Text
Repeaters
Table Styles

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