Client Profile
Updated over a week ago


The Client Profile section allows you to display your customer information on the proposal, along with the option to display your sales representative information for that specific project. While the layout is standard, you are able to format the section to display only the information that you wish to display.


Editing & Formatting:

In the Client Profile section you are able to make a number of formatting changes. To do so click "Formatting Options." This will open up a window where you can adjust what information is displayed, format the text displayed, and arrange the information as well.

  • Format the text using labels & edit the size using width:

  • Hide information that is not needed:

  • Arrange information using alignment:

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