Now that you have created your first basic proposal, we are ready to add more information with the optional paragraph section and cover letter.
- Review paragraph sections and add if needed.
- Create a cover letter if desired.
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:
- 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.
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.
- Add paragraph section information:
- Add cover letter.
Paragraph section video:
Cover letter video: