August 22, 2018
Last updated on October 1, 2024
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Content tables come off as a humble tool for sorting things into tidy columns and rows. But dig deeper and you’ll see they’re more than meets the eye.
Proposify’s content tables come in handy for formatting ideas into charts and lists (think fee tables that don’t calculate numbers). But don’t take them at face value.
They’re highly customizable, so with a little creativity, they can transform the layout of your proposal in a big way.
What we mean is, don’t be afraid to think outside the box, or in this case, the cell.
Check out the top three unexpected ways you can use content tables for your next proposal:
You can give your content sharp-looking indentation by putting it in a table. This is a great option for clearly defining and organizing specific chunks of text.
Create new section with page flow turned off
Click the body of the textbox
Create content table with one row and two columns
Resize the table to the margins you need
If you need multiple sections, make another content table underneath following the same steps.
The boxes will appear grey, but you can make them white, if you prefer.
Dividing up your text in two or more columns on the page is a great way to display your longer pieces of content.
Create new section with page flow turned on
Click the body of the textbox
Create content table with one row and however many columns you need
Insert your text
Once you reach the bottom on the page, create a new line to continue onto the next page
A little-known fact about content tables is that you can upload images right into the cells. This is useful for offering a visual comparison of two things, like your competitor’s prices vs. your own.
Create a new section with page flow turned off
Click the body of the textbox
Create content table with two rows and two columns
Click the first cell
Click the image tool and insert your image
Do the same for the second cell
Use the bottom two cells for text, which you can stylize to your liking
With a little experimentation, even seemingly modest tools like content tables can take your proposal to the next level.
Do you have your own hacks for Proposify’s features? Let our customer support team know! We love to hear how you’re using our tools to design irresistible proposals.
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Brand customization |
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Unlimited templates
All accounts allow unlimited templates. |
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Content library
Create and share templates, sections, and images that can be pulled into documents. |
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Embed images & videos
Images can be uploaded directly, videos can be embedded from external sources like YouTube, Vidyard, and Wistia |
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Allow prospects to alter the quantity or optional add-ons |
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Create your own fields you can use internally that get replaced in custom variables within a document. |
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All integrations except for Salesforce. |
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You can automatically remind prospects who haven't yet opened your document in daily intervals. |
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Lock down what users can and can't do by role. Pages and individual page elements can be locked. |
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Create conditions that if met will trigger an approval from a manager (by deal size and discount size). |
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Use our managed package and optionally SSO so reps work right within Salesforce |
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Our team of experts can perform advanced troubleshooting and even set up zaps and automations to get the job done. |