Skip to main content

How to create snippets in your proposal

Snippets are segments of text or images that you save in your favorites. They are an easy way to create a beautiful, winning proposal.

Updated over a month ago

1. Types of snippets

  • Use snippets to save time and create beautiful proposals. Typical examples of snippets include:

    • About us:

    • Terms and conditions:

    • Material or service descriptions:

    • And many more!

2. How to create a snippet

  • Tap on “More” in the bottom right of your app

  • Select “Favorites”, then “Proposal”

3. Tap on the plus next to the snippet

  • Give the snippet a name that you remember, then tap text or image

4. Input your snippet text and image

  • You can copy and paste text, and you can upload photos from you phone photo gallery

5. Add your snippet to your Proposal template

  • Tap done on your snippet

  • Tap on default template, then select whether the snippet should be in your Header or Footer

💡Pro tip: read this article for advice on making winning proposals

Did this answer your question?