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Why are some sections not seen in the presented or shared proposal?

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Written by Ashok P
Updated over 2 weeks ago

Ever wondered why some of the sections you see in the Edit view of the proposal are missing when you preview or share the proposal?

Well, Cloud removed them because they did not have any data. This way, Cloud helps you prevent sharing proposals with blank sections.

For example, you added the "Meet the Team" or the "Attachments" section, but you will not see these sections in the shared proposal if you do not add team members or attachments to the sections.

If you want the missing sections to be displayed in the proposal, go to the Edit view of the proposal and add data to the sections. Because the proposal is a Live document, the customer will see the new sections without you having to share the proposal again.

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