How do I load one page from a library proposal into my current proposal?

Here you will learn how to add one proposal page or several proposal pages from your proposal library.

Learn how you can add a whole proposal from your library at once:

• How do I load a proposal from my proposal library?

1. Open your project's 'Proposal' tab

2. Click '-> Load Proposal/Page'

3. In the window that appears, select the drive where the proposal is stored from the 'Current Drive' dropdown

4. Click on the proposal you wish to select a page from

5. Click on the page(s) you wish to add

Quick Tip: Hovering over a proposal or a proposal page will give you a quick preview of the proposal/page respectively

6. Select whether you wish to append or replace the currently loaded proposal

By default, 'Append' is selected. If you wish to replace the currently loaded proposal with the selected page(s):

1. click the corresponding dropdown,
2. then select 'Replace'.

Note that if you select 'Replace', you will loose all the previously created/loaded pages in the current proposal.

7. Click 'Load' to complete the action

Or click 'Cancel' to cancel adding the page(s).

8. Done! You have added the page(s) and can use them in your proposal

The page(s) you have added can be found at the end of your current proposal. Just scroll down the slides to view and manage the recently added pages.

Learn how you can quickly re-order the pages, or remove a page from your proposal in PVsell.