Navigate to “More” then “Favorites” then "Proposal"
2. Create a Snippet
You can also select an existing Snippet to edit.
💡pro tip: you can learn more about snippets here.
3. In the text field, tap on the curly bracket in the bottom right “{}”.
This will allow you to choose what tag you want to pull from your CRM or from your account.
4. Choose the fields that you want to appear in the Snippet.
5. Tap done.
💡pro tip: the field that is in your smart tag, will be replaced with can also include add a smart tag directly in your proposal - just click on the curly brackets that appear when you enter text.