Including post-acceptance content
You can choose to show sections of a proposal only after it has been accepted. You might include a post-acceptance section in order to solicit information after signature—for example, to collect payment information directly from the client.
Add post-acceptance content by following these steps:
- From the Document or Template you wish to add this feature to, click the New Section button in the Table of Contents panel to add a new section. You can also add the post-acceptance feature to an existing section (just jump to Step 3).
- Name your Section.
- Hover over the Section you want.
- Click the gear that appears right of your Section name.
- Choose Edit Properties.
- In the Section Properties pop-up window, click the checkbox next to Display section once document is accepted.
- Click Submit.
