Support / FAQ

How to rearrange section names in a template or proposal?

Focus: The focus of this Self Help article is to provide you information and steps in order rearrange “Sections” that you have added to your template.

Please note:  Rearranging of “Sections” can be done in Templates > Edit Content or in Step 4 of the building a proposal. In this example, will be doing in Template > Edit Content.

Step 1: Create or edit an existing proposal, click on “Edit Content” and you will see your sections on the right.

Templates - Edit Content - Sections

Step 2: Using the + next to the section name, click and hold down your mouse and move the section up and down.

Templates - Edit Content - Sections -reararange

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Posted in: Proposals, Templates