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Custom Sections Guide

Custom sections let you add unlimited Markdown-formatted content to a proposal, with live preview and reordering.

Adding a Section

  1. Switch to the Custom Sections tab.
  2. Click + Add Section.
  3. Enter a Title (e.g. "Monitoring Plan", "Risk Assessment").
  4. Write content in the Markdown editor on the left. The preview updates live on the right.

Reordering Sections

Use the Move Up and Move Down buttons on each section to change its order. The order is preserved in preview and exports.

Deleting a Section

Click the trash icon on a section to remove it. This cannot be undone.

Importing Excel as a Section

Click Import Excel to upload a spreadsheet — it is converted to a Markdown table and added as a new section. See the Excel Import guide for details.

Using Snippets

Open the Snippets sidebar (toggle in the top-left) to insert reusable text blocks into any section editor. See the Snippets guide.