Adding Sections to Your Proposal
Sections are the building blocks of your proposal. Each section serves a specific purpose—introducing your services, presenting pricing, displaying images, or collecting signatures. Understanding how to add and arrange sections helps you create proposals that flow logically and look professional.
Available Section Types
[Screenshot: Add Section menu showing all section type options]
Nizam offers five types of sections:
Text Sections
Rich text content for writing your pitch, explaining services, outlining process, or any other written content. Most proposals have multiple text sections.
Use for:
- Introduction and overview
- Service descriptions
- Project approach or methodology
- Terms and conditions
- Next steps
Pricing/Items Sections
Display pricing packages with services and products. Clients can select packages if you configure options.
Use for:
- Service packages (Basic, Pro, Premium)
- Pricing tiers
- Add-on services
- Product listings
Image Sections
Display images like portfolio work, diagrams, team photos, or branding.
Use for:
- Portfolio examples
- Process diagrams
- Team introductions
- Visual branding
Introduction Sections
Special text sections typically used at the beginning of proposals.
Use for:
- Opening greeting
- Executive summary
- Proposal purpose statement
Signature Sections
Collects client signature for acceptance. Every proposal needing acceptance should have one of these.
Use for:
- Client acceptance and signature
- Agreement to terms
- Legal name capture
Adding a New Section
[Screenshot: Add Section button in sidebar or between sections]
- In the proposal editor, find the Add Section button (usually in the sidebar or appearing between existing sections)
- Choose the section type you want to add
- The section appears in your proposal canvas
- Click into it to add content
Placement:
New sections typically appear at the bottom of your proposal. You can reorder them afterward by dragging.
Section Order Matters
[Screenshot: Sections in sidebar with drag handles for reordering]
Clients read proposals from top to bottom. A logical order might be:
- Introduction section - Welcome and overview
- Text section - Problem statement or client needs
- Text section - Your solution approach
- Items section - Pricing packages
- Image section - Portfolio examples (optional)
- Text section - Timeline or process
- Text section - Terms and conditions
- Signature section - Accept and sign
Adjust this structure to fit your business and proposal style.
Reordering Sections
[Screenshot: Dragging a section to a new position]
To change section order:
- In the sidebar, find the section you want to move
- Click and hold the drag handle (usually three horizontal lines or dots)
- Drag the section to its new position
- Release to drop it in place
- The proposal canvas updates immediately
Alternatively, use Move Up/Move Down buttons if your editor provides them.
Duplicating Sections
[Screenshot: Section with duplicate button/option]
To create a copy of an existing section:
- Hover over the section
- Click the duplicate icon or button
- A copy appears below the original
- Edit the duplicate as needed
Use duplicating for:
- Creating similar text sections with slight variations
- Building multiple pricing packages based on a template
- Standardizing section formatting
Deleting Sections
[Screenshot: Section with delete button highlighted]
To remove a section:
- Hover over the section you want to delete
- Click the delete or trash icon
- Confirm the deletion if prompted
- The section is removed immediately
⚠️ Warning: Deleted sections cannot be recovered unless you immediately undo (Ctrl/Cmd + Z).
Editing Section Content
Each section type has different editing options:
Text/Introduction Sections:
Click anywhere in the section to start typing. Use the formatting toolbar for bold, lists, headings, etc.
Pricing/Items Sections:
Click to open package configuration. Add services, products, and pricing. (See Creating Pricing Packages and Options)
Image Sections:
Click to upload an image from your computer or select from your file library.
Signature Sections:
Usually requires no editing—just add it. Optionally, you can add text above the signature field explaining what the client is agreeing to.
Section Styling
[Screenshot: Section settings showing style options]
Some sections may have styling options:
- Background colors
- Padding and spacing
- Text alignment
- Custom CSS (advanced)
Access styling through the section settings or gear icon (if available).
How Many Sections Should You Have?
There’s no magic number, but consider:
- Too few (1-2): Feels rushed, lacks detail
- Just right (4-8): Organized, easy to follow
- Too many (15+): Overwhelming, clients may not read
Most effective proposals have 5-8 sections covering introduction, problem, solution, pricing, and signature.
Best Practices
✅ Start with structure: Add blank sections for each part of your proposal, then fill in content. This helps you visualize the flow.
✅ One concept per section: Don’t cram multiple ideas into one section. Use multiple shorter sections instead.
✅ Pricing near the middle: Don’t lead with pricing (clients aren’t convinced yet) or bury it at the end (clients want to know costs).
✅ Always include signature: If you want clients to accept the proposal, include a signature section.
✅ Use descriptive section titles: While clients might not see the section type labels, you benefit from clear organization in edit mode.
✅ Preview frequently: After adding sections, switch to preview mode to see how it flows.
Common Section Patterns
Simple Service Proposal:
- Introduction
- What We’ll Do (text)
- Pricing (items)
- Timeline (text)
- Signature
Complex Consulting Proposal:
- Executive Summary (intro)
- Understanding Your Needs (text)
- Our Approach (text)
- Service Packages (items)
- Case Study (image + text)
- Timeline and Deliverables (text)
- Terms (text)
- Signature
Product-Based Proposal:
- Introduction
- Recommended Products (items)
- Product Images (image)
- Installation and Support (text)
- Signature
Common Questions
Can I add multiple signature sections?
Technically yes, but typically you only need one. One signature captures the client’s acceptance of the entire proposal.
Do sections need titles?
Not always. Some sections (like images or signature) work fine without titles. Text sections usually benefit from headings you add within the content.
Can I nest sections?
No. Sections are flat—they appear one after another. Use headings and formatting within text sections to create hierarchy.
What if I add a section in the wrong place?
No problem. Just drag it to the correct position in the sidebar.
Can I hide sections from clients?
No. All sections you add are visible to clients. If you want internal notes, use the proposal description field or client notes instead.
Do section types affect functionality?
Yes. Only Items sections show pricing. Only Signature sections collect signatures. Choose the right type for what you need to accomplish.
