The editor

The editor has two layers, and keeping them apart makes everything else easier to follow:

• Sections are the structure — a full-width band of the document with its own background, spacing and column layout.
• Content is what sits inside a section’s cells — text, images and buttons.

You edit the section as a whole through its settings, and the content inside it directly on the canvas.

Working with sections

Sections stack top to bottom in the order the client will read them. You can add a section, reorder them, duplicate one, and delete one.

Each section is one of three kinds: a default section for free content, a price section for the structured pricing table, and an accept section for the signature block. The kind is chosen when the section is created and cannot be switched afterwards — a price section holds structured line items, and there is nothing sensible to turn those into if you convert it to free text.

The toolbar

Action	What it does
Preview	Renders the proposal the way the client will see it, without editing controls.
Library	Inserts a reusable block from your library.
Resolve placeholders	Replaces the placeholders in the document with the current customer’s real values.
Generate PDF	Exports the proposal as a PDF.
Versions	The change history, with restore.
Analytics	How recipients have read the shared proposal. See Proposal analytics.
Edit details	Title, customer and template metadata, without leaving the editor.

Undo and Redo cover the last changes on the canvas.

Saving

Changes are saved as you work, and each save adds an entry to the change history. Because a shared proposal is a frozen snapshot, saving does not change what a recipient currently sees — you have to share a new version for that.