Add or change a page
A proposal is a set of pages. The list on the left of the editor shows them in the order your client reads them.
Add a page
Click ＋ Add a page under the page list. Pick a page on the left to see it on the right, then add it.
- Written for this proposal: pages we draft from this job’s line items, like a plain-words summary of the job or a chart of where the money goes. They won’t print until you’ve read them.
- Your saved pages: pages you saved from earlier proposals.
- Built-in pages: the pages your company was set up with, like About us, your process and your team.
- Blank pages: an empty page to fill in, such as a project story, a written page or a photo page.
- Design pages: pages with a set design, ready for your words and photos.
Reorder or leave out a page
Drag a page up or down in the list to move it. To take a page out of this proposal without deleting it, click Included next to its name. It changes to Left out and the page won’t print. Click it again to bring the page back.
Change how a page looks
Many pages have a Look: menu at the top. It changes how that one page is laid out. It never changes your colors or fonts. Those are set once for your company under Your look.
More page options
Click ⋯ at the top right of a page for the rest.
- Save page to my pages keeps a copy you can add to any future proposal. Tick Use in new proposals to put it in every new proposal.
- Swap for a saved page replaces this page with one you saved.
- Show or hide the footer, move the page up or down, or delete it. Undo brings a deleted page back.
A saved page is a copy
When you save a page, you save a copy of it. After that the two are separate. Changing the page in this proposal only changes this proposal. Changing the saved page in your Library changes what future proposals start with. Neither one changes a proposal you already sent.