How can I add a new page to a proposal template?

Learn how you can add a PDF file to your template:

• How can I upload a PDF to a Proposal Template?

1. Click on the Libraries icon in the main menu (side menu on the left)

2. Open the 'Proposals' tab

3. Select the Drive where the necessary Proposal Template is stored

The proposal templates provided by PVsell can be edited within the project (after you load one from the library to the project).

Click on the necessary drive in the 'Current Drive' dropdown. The current drive is marked with a tick in the list of drives.

• "My Drive" is a space to store your own personal Proposals
• "Company Drive" is a space for proposals that all users in your company can access
• "PVsell Templates" is a drive where the templates provided by PVsell are stored. You won't have permission to add a page here, but can load templates provided by PVsell from this drive to your customer's project and modify them there

If you wish to add a page to a PVsell Template:

1. Load a template from your Library of Proposals (Templates) to your customer's project, and add a new page to it,
2. and then save your proposal to your Proposal Drive as a template your can reuse.

By the way, you can add a new page to any other templates the same way as well.

4. Click the Edit icon next to the Proposal you wish to add a page to

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 editing the proposal and adding a new page to it, you can first click the Duplicate icon next to the proposal you wish to edit, and then click the Edit icon to edit one of the duplicates.

5. In the proposal template management toolbar, click '+New Page'

6. In the field that appears, enter the name for your new page

7. Click 'Submit'

Done! You have created a new page and can now edit it in Visual Composer and use it in your proposals. How can I edit a page in a proposal template?