Start by Creating Proposal Letter Template Include Text Locate the proposal letter template where you want to include custom fields.

Add a title and register the template.

Click on custom fields to create the fields you will need for your proposed letter.

Create the fields and select which ones you want to put in your proposal letter template.

You'll only fill in the custom fields when sending the proposal letter to the professional. When sending the letter to the selected candidate, the custom fields will be there for you to fill in as needed.