The introduction is one of the first sections your client sees in the proposal. You can customise this text for each proposal template to suit different client types or services.
Edit the proposal introduction
Go to Configure and select Templates & Emails.
Click Edit next to the proposal you want to update.
Scroll to the Introduction section.
Update the text as required.
Use merge tags to insert client or firm details automatically
Click Save Template.
📌TIP: You can also edit other elements on this screen, such as testimonials and full-page graphics.
To see how your updated introduction will appear, use the Preview option in the template editor.
See also
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