Edit Proposal Text

You're able to change the written content in your Proposals. A well written proposal can help persuade your clients and help you sell your services more effectively.

• Go to the Leads icon in your admin menu and find the Lead that you want to send the proposal for
• Under the options click on the Edit Proposal
• Navigate to the text that you'd like to change and click on it
• Update any text or icons as needed and select the Tick icon as you go
• In Textareas, you're able to select text and format it in multiple ways such as in bold, in bullet points or insert a link
• When ready, click the Save button to save your updates to the lead

For additional support articles on Proposals click here.