Proposals

Sales Mode Customization

• Sales Mode Customization
• Selecting an Overview Page Background Image
• Editing Disclaimers in Sales Mode
• Adding pages to Sales Mode

Proposal Templates

• Proposal Overview
• Placeholders
• Tables and Charts
• Images and Logos
• Adding Financings to a Proposal Template
• How to Add Multiple Financial Options in One Proposal

See all 21 articles

Generating Proposals

• Sales Mode Overview
• How to download the System Summary in Sales Mode (New Aurora)
• How to save proposal as a PDF document
• Why is my proposal not printing out background colors properly?
• How to Hide and Unhide Proposal Pages

Other Documents

• Sales Proposals Training- Set up your sales proposals & financing templates
• Single Line Diagram
• Generating Bankable Shade Reports
• Creating a Bill of Materials