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.