Customizing, Editing & Formatting Documents
Adding Page Breaks In DocumentsFormat your brochures, proposals, contracts and questionnaires with page breaks
🎥 Adding Input and Merge Fields into Proposals and ContractsPersonalize proposals and contracts with merge fields and save valuable time when asking clients for information with input fields.
How and Where to Use Merge and Input FieldsHow do you know which type of merge or input field to use and where? We break it down for you here.
Adding Expiration Dates to Quotes, Proposals, and ContractsGet your clients to sign your quotes, proposals, and contracts in a timely manner so you can book them and get paid faster.
Editing a Proposal or Contract That has Been Sent
Voiding a BrochureLearn how easy it is to void a brochure at any stage of its lifecycle.
Voiding a Proposal or ContractLearn how easy it is to void a proposal or contract at any stage of its lifecycle.