PLEASE NOTE: This article documents specific functionality on our new Flexible Proposal Editor (BETA). Please read this article for more information!

At this point in time, the Flexible Proposal Editor does not support workflow integrations (XPM, Karbon, Zapier)

This is on the roadmap for development in the future, so please watch for updates!

If you need to configure workflow (XPM, Karbon, Zapier), please use the Classic Proposal Editor.

If you are using the Flexible Proposal Editor, you can skip this step and go straight to the Presentation tab.

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