See also:
- Aurora Academy - Sales Mode: Basic Customization
- Aurora Academy - Sales Mode: Advanced Customization
Admins are able to rearrange the order of every section in Sales Mode to create a proposal flow that works best for your team.
- Navigate to the Proposal Templates section in the Database
- Select the template for which you want to adjust section order. If it is not a Custom template, duplicate the template (by clicking the three dots on the right side and selecting "Duplicate") to begin editing. (Note: if the original was your default template, make sure you set your new edited version to be your new default. To do so, click those same three dots and select “Set as default”.)
- Select the Edit button in the top right corner.
- You can grab any of the sections in the Preview tab and drag them to reorder.
- Additionally, in the top left corner of any section there is a tab with 8 dots. Click and drag this tab up or down to relocate that section.