Welcome to Vertafore Ideas!
Have an idea? Search first to see if it exists and collaborate with the community by commenting & voting to make it a greater idea.
Learn more: How to Submit Ideas
Have an idea? Search first to see if it exists and collaborate with the community by commenting & voting to make it a greater idea.
Learn more: How to Submit Ideas
Allow users to use their own headers instead of the stock headers. Currently you can hide the section titles but lose the data on the TOC.
Hey Heather, there are a couple of options here. All of your section headers can be edited and customized in the Reusable Section editor (as an admin - which would update the section titles for all proposals), and also on a per-proposal basis in the Edit Proposal area or in Word.
Unfortunately, there's no way to hide Section Headers without removing them from the Table of Contents. That's because the Table of Contents is dynamically generated based on the Sections - if there's no header/title at the beginning of the Section, the Table of Contents has nothing to reference.
I was able to overtype what generated with the dynamic table and the detail pulled correctly.