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Selecting and Reordering Content Snippets

After you've selected the categories you'd like to include in your proposal, you'll be taken to a page where you can select the specific content snippets from each proposal that you'd like to include. You do that by checking the boxes next to the content snippet you want to select. 

You can select all snippets by clicking on the checkbox at the top left corner of the table.

in addition to selecting content snippets, you can also reorder them in the order you want them to appear in your proposal by simply dragging the rows into the order you choose. Just hover your curser over the content snippet, click and hold, and drag.

Any content snippet with the word "objective" in its title will automatically be displayed in the Objective section of your proposal, regardless of what order it is in.

Any content snippet with the word "terms" in its title will automatically be displayed in the Terms section of your proposal, regardless of what order it is in.

Once you've ordered your content snippets, they will remain in that order each time you create a new proposal, until you change their order. This will help speed up your proposal building process, assuming that you want most or all of your content snippets to remain in the same order for all of your proposals.​​​​