Customising Blocks and Columns in Proposal Templates

This article will run through how to customise a proposal template by adding and arranging custom blocks and columns to suit your needs.

1. Log in to the proposal platform and navigate to the Template page.

• Open the desired template in Edit Mode.

2. In the template editor, locate the red "+" button (usually positioned at the bottom of any module). 

• Click the red "+" icon to open the Add Section popup window.

3. Once the Add Section window opens, you will see two options in the sidebar:

• Block
• Container

• Click on the Container option.

4. Under the Container section, click on Columns.

• This will add a column structure to your template layout. Office admin can choose from different column layouts, such as single-column, two-column, or three-column configurations, depending on needs.

Note: Once the column layout is added to the template, you can now add modules (like agent bio, info, chart, banner, etc.) within each column.
 

5. To add a module, click the red '+' button and "Block" option to choose from the available Block types.

6. Once done structuring the columns and adding the necessary blocks/modules, click Save to update the template with the new changes & this template is ready to use for proposal creation.