Create a New Proposal from a Template

Proposal templates provide a framework for quickly and efficiently creating new custom proposals.

Proposal templates are created in the Templates builder or from the Custom Proposals application when you save an existing proposal's data as a template.

This option displays if your enterprise uses CRM Plus.

To create a new proposal from a template:

1. In the Navigation pane, go to the Proposals section and:
   • Open the Custom Proposals application and click +New Proposal. On the New Proposal dialog, select the name of a template from the Template drop-down.
   • Open the Templates application, select a template, and click Options > Create New Proposal from Template. The name of the selected template will default in the Template field on the Proposal Properties dialog box.
2. On the New Proposal dialog, enter the general proposal properties: Name (required), Number, Project, Due Date, Client, Organization, and Due Date.
3. Click Show Additional Properties to specify any additional proposal properties (Source, Status, Fee, Type, and so on).
4. Click Continue to save the proposal and launch the Proposal Builder. The Proposal Builder opens with the content from the selected template.
5. To change the proposal's information from the template or to build the remaining pieces of the proposal:

   Procedure	Related Information
   Define properties for the proposal. These apply as the proposal's default settings including the title of the proposal.	Define the Proposal Properties
   Define document properties for the proposal. These are the default properties for page orientation and margins.	Define Document Properties
   Add hub records to the proposal. Drag the Record Vantagepoint element onto the proposal to display the Add Record dialog box: Select the hub from which you want to add the records. Choose records from the selected hub to add to the proposal. Specify the number of images you want to add to each record within the proposal. Click Add to add the records to the proposal. Vantagepoint inserts each record into a separate section within the proposal. If you would like to change the records used in proposals based on a template, you should leave records as drafts. For example, if you typically have 3 project examples, but you change which projects are included for each proposal, leave the project records as drafts.	Insert a Hub Record Insert Field Information into a Proposal Insert Fields Dialog Box Edit Text Dialog Box Format Currency Dialog Box Format Date/Time Dialog Box Format Number Dialog Box
   Add section breaks to the proposal.	Insert Section Breaks Define Section Properties
   Add pages to the proposal.	Add Pages to a Proposal Define Page Properties
   Save the record layout as a draft for editing later. This allows you to continue editing the proposal and make quick updates at one time instead of having to make changes to each individual record. It is helpful to keep the proposal in draft mode until you need to edit each record individually or until you are ready to merge and publish. When saving a proposal as a template, you should leave the records as drafts if you would like to change the selected records for individual proposals.	Save Record Layout as Draft
   Merge and finalize the layout of the records. This separates the records from being a group and disconnects the proposal information from the hub so that it is no longer updated with changes from the hub record. It allows you to edit each record individually for this proposal without affecting the record in the hub.	Merge and Finalize Records

6. On the Actions bar, click Save to save the proposal.
7. Export to PDF and send to the client.