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.


Edit Text, Icons & Textareas in Proposals

  • 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.