To view more information on your Lead Proposal, you can choose which columns you would like displayed. You can also choose which order you would like those displayed in.

To rearrange and control which columns are displayed when viewing your proposal, click the gear icon to the right.

From here, you can select the order and which information you would like displayed. Please note, this does not impact what your client can see upon releasing the proposal. This is for your internal display only.

  • Check the box next to the column you want to display

  • Click and hold the grab icon to place each column in the order you would like it displayed. Note: in the screen clip below, "Cost Type" would be the column that is furthest to the left when you look at your worksheet.

Once you have added and arranged your desired columns, they will be displayed within the proposal grid.

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If you have any questions or require additional support, feel free to chat with us, send an email:, or give us a call at 1-888-415-7149. We’re always happy to help.

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