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.
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.
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.
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.