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Adding, renaming, moving and deleting sections
Adding, renaming, moving and deleting sections

How to manipulate the section setup of your proposals

Rob Lucas avatar
Written by Rob Lucas
Updated over 2 years ago

This article assumes you are currently editing a proposal, or proposal template already.

Adding a new section

To add a new section, simply click the + icon underneath your existing sections on the left hand side. If you can’t see it, it might be that you have quite a few and need to scroll down in the navigation bar. Once you’ve found the button, click it and you'll be given two options a Blank section or From Library, in this case we'll be adding a blank section. It'll be called "New Page" by default.

Renaming a section

To rename a section, hover over it in the sidebar and click the settings cog to the right of the name. A sidebar will appear where you can enter the new name, then click "Save and preview".

Moving a section

To reorder the sections on the left hand side, you can drag and drop them. So if you go to the one you want to move and hover over the icon that shows three horizontal lines, you can click that and hold it to drag the sections around.

Deleting a section

To delete a section, hover over it and click the settings cog to the right of the name. A sidebar will appear and then click "Delete this section".

If you have deleted something in error, panic not! Just see this article for help with recovering deleted content.

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