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.

Step	Procedure	Related Information
1	Create a new project in the Projects hub. 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.	Create a Project Manually
2	In the Projects hub, select the Proposal tab on the Projects form and click +Add Proposal. The Custom Proposals application opens and displays the New Proposal dialog box.	Create a Proposal
3	On the New Proposal dialog: Select a template if using one. Enter the general proposal properties: Name (required), Number, Project, and Due Date.	New Proposal Dialog Box
4	Click Continue to save the proposal and launch the proposal builder. The proposal builder opens with two pages: a cover page listing the proposal name and the client for whom it was prepared and a blank second page.	Navigate the Proposal Builder
5	Define properties for the proposal. These apply as the proposal's default settings including the title of the proposal.	Define the Proposal Properties
6	Define document properties for the proposal. These are the default properties for page orientation and margins.	Define Document Properties
7	Use the proposal builder to insert elements on the proposal, including text boxes, images, and so on.	Work with Proposal Elements
8	Edit proposal text.	Edit Text Dialog Box
9	Add section breaks to the proposal.	Insert Section Breaks Define Section Properties
10	Add pages to the proposal and format as needed.	Add Pages to a Proposal Define Page Properties
11	Save the proposal. To create a template from this proposal, click Other Actions > Save Proposal as Template.	Save a Proposal Save a Proposal as a Template
12	Export to PDF if needed.	Export to PDF