Learn how you can add a page or a PDF file to your Proposal Template:
2. Open the 'Proposals' tab

3. Select the Drive where the necessary Proposal Template is stored
Click on the necessary drive in the 'Current Drive' dropdown. The current drive is marked with a tick in the list of drives.
Remember you can modify any Proposal Template in 'My Drive' (and in 'Company Drive' provided that you have admin rights).

4. Click the Edit icon next to the Proposal Template you wish to edit a page in

If you wish to keep both versions of the Proposal Template (for example, the current version you have in the library, and the modified version you will have after removing a page or a PDF from the Template), you can first click the Duplicate icon next to the Proposal Template you wish to remove a page/PDF from, and then click the Edit icon to remove a page/PDF from one of the duplicates.

5. Hover over the page or a PDF file you wish to remove

6. Click on the trash/bin icon

A pop-up window will appear. Click 'OK', if you are sure you want to delete this page/PDF file from your Proposal Template.


0 Comments