Custom Proposals
Custom Proposals provides a graphical, WYSIWYG interface where you can drag and drop elements, such as images, text boxes, and hub records from the Elements pane into the proposal. This interface provides a graphical representation of how the proposal will look, and allows you to design or make changes to it on-the-fly.
You and members of your firm can also create and save custom templates and groups of proposal elements that you can share and re-use.
- Related Topics:
- Proposal Builder Basics
If you are new to Proposals, you may find it helpful to review information about how to insert and format elements in proposals, create individual sections and pages, and add hub records and placeholders. - How to...
Use the Proposal Builder to create new proposals by inserting elements and hub records; set properties for sections, pages, and text; edit existing records; and export proposals as PDF files to send to clients. - Fields and Options
To create and edit proposals, you work with fields and options in Custom Proposals. - Learn More About
Review topics that have conceptual information about Proposals.
Parent Topic: Proposals