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

Login to your app and create a proposal.

Step 2. Calculate the value of the proposal and hit complete proposal.


Step 3. Scroll down to the Proposal - Edit Introduction and Please note.


Here, you can add any bespoke information you need.

Step 4. Send

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

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