Insert an Element into a Proposal

Using the Proposal Builder, you can insert different types of elements into a proposal and design it to meet your needs.

This option displays if your enterprise uses CRM Plus.

To insert an element into a proposal:

1. In the Navigation pane, go to Proposals > Custom Proposals and create a new proposal or open an existing proposal.
2. Select General Elements.
3. Select from the following elements:

   Element	Description	Procedure
   Image	Inserts an external image into the proposal. Double-click the placeholder icon to open the Browse dialog box and select an image file. The image file must be one of the following formats: GIF, .JPG, .JPEG, .PNG, and .BMP.	Insert an Image Into a Proposal
   Text	Inserts a text box into the proposal. You can add, edit, and format the text as needed.	Insert Proposal Text Format Proposal Text
   Line	Inserts a horizontal or vertical line into the proposal.	Insert a Line
   Section Break	Inserts a break to create divisions between sections of your proposal. You can use sections to organize and group elements on the proposal together. For example, you could insert a section break after the proposal's introduction to create a Resumes section that groups employee resumes together.	Insert a Section Break

4. Using standard functionality for your computer, drag the element placeholder icon onto the proposal and drop it where desired onto the page.
5. Resize the element as needed by dragging the border of the element to the desired size.
6. Repeat these steps for each element that you want to add to the proposal. To organize groups of elements on the proposal, insert section breaks between them.
7. To change where the elements display on the page, use the drag and drop feature to move the elements as needed.
8. On the Actions bar, click Save.