Please note: Chat or Support representatives will not be able to make these adjustments for your account. Only the Company Administrator will be able to make these account wide adjustments. The changing of the Proposal View Style, is a company wide setting that will effect all Printed Proposals. We will not be able to have different styles for different sales reps, or customer proposal, for the same account.
To activate the Responsive View Proposal Style, please ask the Company admin to login to their access. Navigate to the "More" tab at the top of the screen and click on "Defaults".
From the "Defaults" section please click on the "Company" section.
Then scroll down to section for "Proposal Style", and select "Responsive".
Please save down at the very bottom of the Company Defaults, and you are all set!
If at any point would you like to change back to the "Default" view, please follow the same steps and change back to the "Default" Proposal Style. Unfortunately, chat or support representatives will not be able to manage this setting in your defaults on your behalf.




