What Is The Please Note Section?

The please note section appears beneath the table of fees in your proposal. You can use this to reference important proposal details such as how long it is valid for.

You can also include a table with key dates and the firms turnover in this section.

You can edit the default wording within this section from your admin area, or every time you create this proposal.

A. Editing From Your Admin Area

Step 1. Go to Configure > Proposal Templates & E-mails

Every proposal template you create can have it's own please note section, allowing you to diversify your content dependent on the type of work you're doing or client you're working with.

Step 2. Edit your proposal template

Step 3. Tweak the please note section

A pop-up box will appear that enables you to edit various features of the proposal. Ensure you have the PDF tab selected..

.. and scroll down to the please note section to edit the content within it, or switch it on/off using the green toggle.

You can switch the revenue and dates table off if you'd prefer.

Step 4. Save your changes once you're done

You might also want to preview the changes you have made.

B. Editing When Creating a Proposal

You can also tweak your please note section once you have created a proposal and completed the client details..

.. just scroll down and open up the tab to edit the introduction and please note.

This way you can include any bespoke client details in the proposal without needing to change anything within the admin area.

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