How-to Guides
Need help with an action using the P2P tool? Visit our How-to-Guides Center & learn more about customizing your proposals, updating font, branding, and more.
Customizing your proposals
- How to upload Custom Fonts
- How to change the text settings for all your proposals
- How to Copy Elements from One Page to another
- Submitting Multiple Line Items of the Same Product
- How to Change the Currency on a Proposal
- How to change the Valid till Date
- How to add and format text
- How to change your proposal fonts to match your branding
- How to add your own slides into P2P
- How to resize your PowerPoint to legal size (14x8.5)
- How to add variables from Reporting Zone into your proposals and slides
- How to save your PowerPoint background as an image
- How to add repeating elements to a proposal or section
- How to add in custom fees (like Talent fees or Video Production fees)
- How to upload your PowerPoint background and product images to P2P