Proposal Roadmaps

Refer to the Proposal Roadmaps for a process overview for different key proposal functions.

Related Topics:

  • Roadmap for Creating a New Proposal
    You might find it helpful to use this roadmap and a guide for creating a new proposal.
  • DRAFT - Roadmap for Creating a Proposal from the Projects Hub
    While working in the Projects hub, you can create a proposal directly from the Proposals tab on the Projects form. This populates the new proposal with project information and allows you to add records from the project as well as specify a template to apply.
  • Roadmap for Creating a New Proposal Template
    Proposal templates are pre-formatted to include particular styles, layouts, and information that can be saved and re-used on proposals. You might find it helpful to use this roadmap as a guide for creating a new proposal template.
  • Roadmap for Creating a Master Element
    A master element is a set of proposal elements that you group together and save for reuse. You can create a master element from scratch or by saving a group of elements from an existing proposal. Master elements help you quickly create consistent proposals. Refer to the following process for a quick summary of the steps for creating a new master element.
Parent Topic: Proposals