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Add sections to the Web Proposal

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Matt Wrightsman
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Within the Aurora Database, admins can add custom sections to their Sales Mode presentation. To add these to your Web Proposal presentation as well, navigate to any custom Proposal Template, click Edit, then select the Gear in the top left of any section to make sure the “Include in web proposal” toggle is turned on.

  1. As an admin user, navigate to Proposal Template settings
  2. Open any custom proposal and click Edit
  3. Click the Gear in the top left of any section
  4. Select the boxes to show visibility of content in Sales Mode and/or the Web Proposal. 
  5. Click Save.

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Please note:

  • Custom sections will be added to the web proposal in the same order as they are displayed in the Sales Mode presentation.
  • You can preview the web proposal by clicking Preview.
  • Sections that appear in the Web Proposal will also appear in the downloadable PDF Proposal.

See also: Sales Mode customization.

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