Sometimes your client will have bespoke needs and you may wish to personalise your proposal introduction to reflect this. 

Alternatively, you may want to add an executive summary for every client you do business with. 

To achieve this, you can edit the proposal introduction for every quote you make.

How to Edit Your Proposal Introduction

Step 1. Create and complete a proposal

Log in to your app and create a proposal

Once you are happy with your proposal, select complete.


Step 2. Scroll to the proposal section

Scroll to the section titled 'Proposal.' This is where you can edit the introduction.


Here, you can add your executive summary or information specific to your client.

Step 3. Send

Fill out the rest of the sections and hit send or save as a draft! 

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