Proposals Elements: Marketing Calendar

Proposals Elements: Marketing Calendar

The Marketing Calendar element of a digital proposal.

In this video, we will walk you through a step by step guide on how to create an effective marketing calendar.

To create a marketing calendar link to a proposal, either Edit on an existing proposal or add New Proposal.
  1. Marketing Calendar
    1. Start from scratch - create new calendar
    2. Saved Calendars - use an existing calendar within your database
  1. Navigate to Proposals Section
  2. Edit one of your proposals
  3. Click the Marketing Calendar in the left side panel
Video Guide

Watch this short video on using and changing settings of the digital proposal marketing calendar element.