Customise the proposal PDF
Proposal PDFs are broken down into the following sections:
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Introduction
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Investment costs
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Please note
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What happens next
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Services you have selected
To customise the copy in these sections:
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Select the cog icon from the main menu.
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Select Settings.
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Select Proposal manager configuration.
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Select Content.
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Go to Proposal PDF library > Proposal PDF.
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Each section is layed out with it's own text editor in the main pane of the page.
Use the Tags menu to add mail merge fields into your proposal PDF.
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Make any required changes and select Save.