Options > Proposal layout You can customize the appearance of your proposals by specifying the date format and the number and order of column headings, and by adding text to the bottom of your proposals. (Note: You can change your proposal layout at any time; changes will be applied globally thereafter to every new proposal created by any of your account users, and to every proposal that has not yet been approved by an internal Approver, or viewed or accepted by a client.) To change the layout of your proposals: 1. Click on the "Options" tab. 2. Make your changes by choosing from the selections in the drop-down menus for the "Date format," "Grid style," and "Show these columns..." fields in the "Proposal layout" dialog box. 3. Click on "Save." Note: To change the *order of items* that appear in a Proposal, click on the Proposal number, and then on the "Detail" link. Use the ordering arrows in the left-most column to change the item order. |
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