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Adding Proposal Template Default Text

Edited

Creating default text on the user level sets the text for that particular user only, and can be customized for each template. Watch here or see below for directions:

  1. Click the gear icon in the top right corner.

  2. Select SETTINGS for the user.

  3. In the left column select TEMPLATES, then choose the template you wish to customize.

  4. Add your text to any of the fields provided.

  5. Click UPDATE TEMPLATE.

*Note: if you are copying/pasting verbiage from another platform, use a service such as https://convertcase.net/ to remove the backend formatting prior to pasting it into your proposal templates.