Proposal Builder Basics

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Related Topics:

  • Working with Proposal Elements
    Use Proposal Builder features to quickly create and customize proposals.
  • Sections & Pages Options
    While you are building a proposal, the Sections & Pages pane displays when you do not have any elements selected. Use the Sections & Pages pane to organize your proposal's information and to navigate through your proposal's individual sections and pages.
  • Edit Record Layout Options
    While you are adding hub records to a proposal or modifying existing proposal records, the Edit Record Layout pane displays. This pane is active only when the proposal contains Vantagepoint hub records and you are editing their respective layout. Use the options on this pane to format and save the hub record information that is included within a proposal.
  • Hub Field Placeholders
    When you use the Insert Fields option on the Edit Text dialog box to insert field placeholders into a proposal, these fields include options to specify additional information:
Parent Topic: Custom Proposals