Proposals
Project proposals are the principal tools that you use to sell your firm's services and win new business. Proposals contain all the information about your firm, your employees, and your previous work that prospective clients want to know before they award a contract.
The Proposals application streamlines the proposal production process, allowing you to:
- Create custom proposals that are tailored specifically to individual customers and business opportunities.
- Centralize proposal information and create templates that streamline data retrieval and proposal generation.
- Integrate records, fields, images, and other elements directly from the hubs, ensuring data accuracy and consistency.
- Share proposal information and templates with team members.
- Export proposals to PDF format for quick turnaround.
Videos about Proposals
The following videos provide information about proposals:
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The Proposal application provides flexibility and a variety of elements and options that allow users to create a custom proposal for their clients, organization, project, and team. This video provides an overview of the proposal application. |
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This video demonstrates how to add records from hubs in to Proposals, insert images and additional fields, and format fields and text. |
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This video demonstrates how to create a resume template. Resumes templates are helpful when submitting proposals for projects in which users want to highlight their team's background and experience. A resume template saves time by allowing users to create the layout and determine the information they want to present about their team to clients. |
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This video demonstrates how to set up document and page properties in a proposal in Vantagepoint. |
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This video demonstrates how to create a template from a proposal. |
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This video introduces master elements used in Vantagepoint proposals. Master elements are groups of elements that can be reused over and over in proposals. |