How do I insert merge fields (text relating to the customer, project, and results)? – PVsell

1. Follow the steps to opening up the Content Editor

These are located here: How do I insert my text into a proposal page?

2. Position your cursor where you want to insert the merge field

3. Click the "Placeholder" element

4. Select the merge field you wish to insert

What Merge Fields can I insert?

In the "Placeholder Properties" window, click on the merge field you wish to insert
Click "OK"

Use the "Search" field in the "Placeholder Properties" window to find the necessary merge field quickly and easily.

5. Done! The merge field is inserted.

You will see the merge field highlighted in yellow surrounded by double square brackets.

6. Position the inserted merge field if you wish

You can move the merge field if you wish. Hover over the inserted merge field, click the crosshairs that appear, and drag the merge field into the position you want.

7. Click "Submit" when you're finished editing the content

8. Click "Save and Close" when done

Or click "Save and Continue" to progressively save changes to the page, or "Close without Saving" to cancel changes made to the page and revert to the most recently saved version.