How do I insert a chart/graph onto a proposal page?

1. Go to the "Proposal" tab

2. Choose the page you wish to edit

1. In the "Current Project Proposal" pane, click on the proposal page you wish to edit
2. Click "Edit"

3. Hover over the tile where you wish to insert the chart, then click the edit icon

4. Click the dropdown list in the top right, then click 'Select Graph'

5. Click on the graph/chart you wish to insert

This will insert a placeholder infographic that will be populated with your customer-specific results when you download or email the proposal.

6. Scale the chart to the size you want

Note there are some minimum size constraints on charts.

See How do I re-size elements on a proposal page?

7. Position the chart on the page

See How do I move elements around on a page?

8. Click "Save and Close"