Overview

After you've entered the basic Proposal template information and added your theme file(s) you must add at least one section to a Proposal template in order to create one.

Adding sections to Proposal templates

1. Locate the specific section(s) you want to add to the proposal template. You can use the filters on the left to find a specific one.

2. Add them to the Selection list in any of the following ways:

   • Click Add on the sections that you want to add.

   • Click Add All in the center pane to add all the sections in bulk.

   • Click on a section (or click the Preview icon) to display the preview pop-up, then click Add to add a section from the preview pop-up.

     • You can use the Previous and Next buttons in the pop-up to navigate to other sections pop-up.

     • You can use the Add or Remove buttons to include or exclude the section from the selection list.

3. (Optional) Drag and drop the sections to reorder them.
   Note: To remove a section click the corresponding Remove button, or use Remove All to remove all the sections in bulk.

4. (Optional) Open the Preview pop-up, update the theme's dynamic field values with sample text, then click Rebuild Preview to generate a preview with sample content.
   Note: Dynamic fields introduced to the proposal via the theme files, but are not a part of the selected section content, are listed on the Preview tab. The theme name is displayed below the dynamic field, indicating that it is a dynamic field associated with the selected theme.

   • If you skipped adding a theme file, you can opt to add one now by clicking Add a Theme File. The default template is automatically applied if a theme is not selected.

   • When there are multiple theme files added to the workflow, you can set any theme file as the default file apart from the already selected theme file.

5. Click Done.

6. Once the selected sections are added to the proposal template the following page is displayed. Do the following as needed:
   Note: Dynamic fields, such as merge tags and catalogs, are distinguished by color-coded lines. Merge tags are marked with a blue line, while catalogs are marked with a deep orange line.

   

   1. Switch between Edit and Preview tabs.

   2. Click Expand or Collapse to expand or collapse all the sections.

   3. The following actions are available for each section.

      1. Click New Tab to display the section in a new tab.

      2. Click Trash to remove a section.

      3. Click Expand or Collapse to expand or collapse a section.

   4. Displays the contents of the section.

   5. Reorder the section by clicking and dragging the six-dot handle.

   6. Displays the list of catalogs in the proposal template grouped by sections. See Working with catalogs to learn more about catalogs.