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Your Content Library

This section covers how to navigate, create, and save content to your Content Library.

  • Add Fees to the Pricing Library

  • Folders - Waterfall Permissions

  • Image Library

  • Importing Sections To Your Proposal

  • Page Flow and Static Sections

  • Saving a proposal as a template

  • Snippets

  • Template Settings

  • Updating Sections In Your Templates

  • Uploading Your PDF As A Section

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