Creating Sections

The left-hand column of the Sales Quote Editor shows all the current sections of your sales quote.

A section is like a chapter, and you can have as few or as many as you choose., Sales Quote Templates will most often contain a base set of sections, but you can freely add/delete or re-arrange these sections. To re-arrange a section, drag and drop it in the new position.

To add a new section, click the Add Section button (the button is below the list of sections on the left of the screen).

Once a new section has been created, you can give it an appropriate title and add content.

Content can be added manually using the + Insert buttons or from the content libraries on the right.

Once you have added a new section, it will be displayed in the left column. You can also navigate to each sales quote section by clicking on it.