Add a custom resource field in a proposal

  1. In the Configuration proposal settings, go to Custom Resource Fields and click .
  2. Click Add Custom Resource Field.
  3. Enter a name for the resource field. It can be up to 40 characters in length.
  4. Enter a description of the resource field. (Optional)
  5. Select the sort order of the field's values. You can list them in ascending order either alphabetically or numerically.
  6. Click Create.
Proposal-specific resource fields are different than global resource fields from the library. To manage the library custom resource fields in your proposal, go to the Pricing proposal settings.