See Also: Live Class - Winning Proposals Webinar
Admins are able to rearrange the order of every section in Sales Mode to create a proposal flow that works best for your team.
In the bottom panel, simply click on the section you want to move, then drag to the desired location. Then, click Save.
Some sections have overlays that cannot be separated, such as the Energy Usage Page and Bill Overview section. Rearranging one of these sections will require you to move them both.
Once saved, any new proposal will use the updated layout. Users can also update existing proposals to reflect the updated template.