Proposal Headers/Footers

Custom proposal headers and footers can be set up to make Proposal creation easier and more efficient by having standardized text readily available for selection.

Headers appear on the top of a proposal (right after the Proposal title) and Footers appear on the bottom of a proposal (right after the payment schedule and terms).

Proposal Header and Footers are added, modified, and deleted in the same way.

They are created and managed from the Settings area of Manage360.

The list can be sorted and filtered as desired.