How to...

Use the Proposal Builder to create new proposals by inserting elements and hub records; set properties for sections, pages, and text; edit existing records; and export proposals to external PDF files to send to clients.

Related Topics:

  • Select a Proposal to View or Edit
    To select the proposal that you want to view or edit, use the Search field at the top of the Proposal Builder to enter criteria and search the Vantagepoint database.
  • Create a Proposal
    The Proposals application streamlines the proposal production process, allowing you to create and track effective and winning proposals.
  • Define Proposal Properties
    When you create a new proposal, you can specify the default properties for the proposal, including the title, dates, associated records, and related notes. You can also update an existing proposal's default properties, if needed.
  • Save a Proposal
    As you build a proposal, you can use the Save button to manually save your changes as often as needed. To further reduce the risk of data loss, Vantagepoint automatically completes an autosave of the proposal at its current state if there are unsaved changes and you attempt to close the Proposal Builder.
  • Edit a Saved Proposal
    You can edit a proposal that has been previously saved.
  • Copy a Proposal
    Copy a current proposal to use as the basis for a new proposal. This is useful when you have multiple proposals with similar content.
  • Working with Hub Records in Proposals
    While building a custom proposal, you can pull information directly from existing Vantagepoint hub records into the new proposal.
  • Export a Proposal
    After generating a proposal, you can export it in an Adobe Acrobat Portable Document Format (PDF) or other file type and save it for reuse (printing, emailing, and so on).
  • Delete a Proposal
    When you delete a Proposal record, you permanently remove it from the database. You cannot undo the deletion of a Proposal record.
Parent Topic: Custom Proposals