How to modify proposal fields

1. Navigate to https://www.pixifi.com/admin/leads/

2. Contact > Leads

3. Select the lead you want to modify the proposal for > click Proposals

4. Select the contract you want to attach to this Proposal template

5. Click "Save"

6. Once the contract is assocaited with the lead, you can add / modify Staff and Workflows however you see fit. You can also modify the Payment Terms and Event Reminders. Please also note you will see the respective Packages and Add-Ons you have applied to the Proposal Template.

7. You can also set which fields are optional and which are required.
To adjust those field settings go to SETTINGS > BRANDS

8. Select the Proposal Fields tab. These large toggles will collapse an entire selection if you don’t want to enable those fields to be visible to your Client. Click [√ Update Settings] at the very bottom to save it

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