Fields and Options

To create and edit proposals, you work with fields and options in Custom Proposals.

Related Topics:

  • Proposals Actions Bar
    Use the Actions bar in Proposals to edit and save proposal information or export a proposal to a PDF file.
  • Proposal Builder Toolbar
    Use the toolbar options to work with the Proposal Builder.
  • Custom Proposals Form
    In the Custom Proposals application, you create a custom proposal and assign merge templates to sections of the proposal. You also select the appropriate Hub records (such as which employees, clients, and so on), as well as graphics to include in a custom proposal to meet your customers' proposal specifications.
  • New Proposal Dialog Box
    When creating a new proposal, use the New Proposal dialog box to enter the proposal's general information, including name, number, project, and due date.
  • Proposal Properties Dialog Box
    Set default properties for the proposal, including name, number, associated template, and other general details.
  • Copy Proposal Dialog Box
    The Copy Proposal dialog box displays when you copy an existing proposal to use the current proposal as the basis for a new proposal. This is useful when you have multiple proposals with similar content.
  • Settings Pane
    Use the Settings pane to work with proposal sections, pages, and properties.
  • Export to PDF Dialog Box
    This dialog box displays when records that are selected for export are still in draft mode.
  • Edit Text
    The Proposals dialog boxes include several that allow you to edit the text included in the proposal, as well as the fonts, fields used, and formats for date, time, and currencies.
  • Work With Records Dialog Boxes
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  • Save Proposal as Template Dialog Box
    After you finalize the layout on a proposal, use the Save Proposal as Template dialog box to save the proposal as a template that can be used when creating new proposals. This ensures consistency and saves time when creating multiple proposals with similar criteria.
  • Rename the Proposal Dialog Box
    Use this dialog box to rename an existing proposal.
Parent Topic: Custom Proposals