Use Sections to organize the proposal and the canvas controls to edit its contents.

1. Open the proposal

Go to Proposals → My Proposals and open the intended editable draft. Confirm the customer and proposal name.

The proposal editor separates Actions from content and design tools.

2. Organize the pages

Open Sections. Add a page with its add control and use the available page handles or actions to reorder the sections.

Sections shows the page order within the proposal.

3. Edit a page

Select a page, then add or select its text, image, shape, table, or field. Drag an element into position or use the selected element’s layout controls.

4. Style the content

Use the selected element’s settings and Customize Document for page size, orientation, and margins.

Customize Document contains the page layout choices.

5. Check the full preview

Save and preview every page. Confirm text is not cut off, tables are readable, and the order still tells the intended story.