Proposals

How do I edit Quantities in my Quote?
Editing Quantities in Quote block  To be able to edit quantities within the quote block, click on the  Hamburger icon  at the top right corner of your qu...
Sun, 1 Mar, 2020 at 3:07 PM
How to allow clients to choose from multiple items in a quote block?
To allow clients to choose multiple items within the Quote block, click on the drop down before the hamburger icon at the top right corner of your section a...
Mon, 2 Mar, 2020 at 3:01 PM
How to send a document?
Once completed, you can directly send the document to the intended recipient by clicking on the send email button on the top right of your editor.  ...
Sun, 1 Mar, 2020 at 3:25 PM
How to add an image in a document?
You can add an image in a document by dragging and dropping the image block in the right hand side menu bar. Once you have added the image block, click on i...
Mon, 2 Mar, 2020 at 12:17 PM
How to add text over image ?
To add text over image block, you can choose to click on the “T” widget within the image block to open a text field and add text over your image. ...
Sun, 1 Mar, 2020 at 3:28 PM
How to format text in a document?
You can use the Tool bar at the top of your document to format your text.  With the tool bar you can do the following functions  Bold : Bolds the hi...
Mon, 2 Mar, 2020 at 12:10 PM
What are default formatting options in a document?
There are two Default formatting options :     Default Font: The type of font, “ Arial.,Calibri, Comic Sans”      Font size : 10, 14, 15  The Defaul...
Mon, 2 Mar, 2020 at 12:25 PM
Status of a Document
The document status bar allows you to identify the current stage of your document.  There are 5 different states of a document. 1. Draft: A document ...
Wed, 21 Oct, 2020 at 1:09 PM
What are comments within document?
The comments module in a document allows you to add and reply to comments. You can address multiple queries within the document and provide clarifications t...
Mon, 2 Mar, 2020 at 2:09 PM
Documents - Merge Tags, Custom Merge Tags & Input Fields
Table of Contents What are Merge Tags? Creating a Custom Merge Tag Input Fields Appendix - System Merge Tags I. What are Merge Tags?...
Tue, 30 Mar, 2021 at 5:35 AM