Nothing on a proposal appears from nowhere. Every line, photo, and paragraph comes from one of three places, and knowing which one answers the question that comes up most: if I change this here, what else moves?
Assembled the moment you create it, then yours to change.
One wayEdits stay where you make them. Changing a price or rewriting a paragraph on this proposal never rewrites your company details or your saved pages — you’d have to save it back on purpose.
This job
The scope, the line items, and every price — whether you typed them, imported them from an estimate you already made, or copied them from a past proposal. This is the backbone, and it belongs to this job alone. Nothing you do here touches any other document.
Your company
Logo, colors, license, the people on your crew, your warranty and fine print, photos of past work. Set up once under Company and reused by every document you make from then on. Change your warranty wording today and every proposal you write tomorrow carries the new one — the ones already sent keep what they were sent with.
The pages you keep
Your note to clients, why they choose you, what to expect, your closing page. These live in the Library as whole pages rather than fields, because that’s what they are — you edit them the way they’ll print. Mark one and every new document starts with it.
And your edits on this proposal
Anything you change while working on one proposal stays on that proposal. Reword the opening letter for a client you know well and your saved page doesn’t move; drop a price and your other proposals don’t either. If you decide an edit was an improvement worth keeping, save the page back to the Library on purpose — it never happens behind your back.
What your client sees
A clean page in your brand that reads well on a phone — no login, no app, just a private link. It shows exactly the version you published; edits you make afterward stay private until you publish an update, and you can turn the link off anytime. The same pages print to a PDF whenever you want a copy for the table — and sending through the link has a bonus: you see when it’s been viewed.