In this month's edition of our Tips and Tricks series, our Support Team Director, Brandy, discusses how you can adjust font types, page number information, your Proposal theme, AND even the Company information that appears on your Proposal. If you missed our live webinar, here is a complete session recap!
Accessing the Proposal Settings
To access your Proposal Settings, you will click on the 'Proposal' tab on top of the screen within your event. Clicking into this tab will take you to the Proposal Editing page. This will be where you will build out and customize your proposals.
Once you are in the Proposal tab, you will see 'Proposal Settings' in the top left of the screen. Using this section, you can adjust the settings for the event proposal you are currently working on. Below are the customizable settings:
Details users will now have the option to save 'Proposal Templates' just as you can with the 'Worksheet' and the 'Event terms' pages. Proposal templates will allow you to completely duplicate a proposal with the exception of the event-specific information. Items saved include the following:
To save a 'Proposal Template', follow these steps:
To load in a saved template, click the 'Menu' button in the upper right-hand corner of your 'Proposal Settings' section and select 'Load Template from the available options.
You now have the option to set your own proposal defaults! Fill in the font style, theme, and company info you would like to appear by default each time you come to the 'Proposal' page of an event.
To save your settings as a default, follow these steps:
Watch the full Webinar replay below!
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