Lesson 2. Paragraph Section & Cover Letter

Now that you have created your first basic proposal, we are ready to add more information with the optional paragraph section and cover letter.

Goals:

• Review paragraph sections and add if needed.
• Create a cover letter if desired.

Description: 

The paragraph section can display more information your business needs to communicate with your client. For example, terms and conditions, extra text, or you can insert pre-defined information as shown in advanced options here. Also, a cover letter can help enhance the image and brand of your business in your proposal where applicable. 

Steps or key points:

1. 1. Click advanced settings> proposal templates> and edit a draft proposal, or duplicate a proposal for further editing. We recommend staying in draft at this stage.

   2. Find Add Sections below the default sections in your left-hand toolbar. 

      Paragraph	Allows for paragraph text with a built-in editor. Importantly, this is a key area where you can add custom variables which are used in the advanced proposals section of this help center.
      Cover	This sections adds a cover letter. 2 layout options. 1 Cover with photo. 2. Cover with company logo. Additionally, formatting options allow you to change label/title names, and provide space or padding between the header and start of content.

   3. Add paragraph section information:
   4. Add cover letter.

Paragraph section video:

Cover letter video: