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Create a default proposal layout

This article covers how you can create a default layout for your proposals.

Leif Elgethun avatar
Written by Leif Elgethun
Updated over 5 years ago

  1. Select the companies tab on the left. 

  2. Select View on your company.

  3. Select the defaults tab on the left.

  4. Scroll down to the bottom of the page.

  5. Find the "Default PDF Order" card in the lower right of your screen.

  6. Move and arrange the reports in the order that works best for your company.

  7. Hit save.

Note: While this will allow you to setup a default layout for your proposal, this does not allow you to setup your proposal options. Please double check your options and review your proposal before printing and presenting. 

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