Create a Proposal
The Proposals application streamlines the proposal production process, allowing you to create and track effective and winning proposals.
A key element of the Proposals application is the Proposal Builder, which includes a drag and drop interface where you can quickly add new or previously used content, images, and hub records to a proposal. You can also create and save custom templates and element groups in a library that are available for re-use by all team members.
Create new proposals using any of the following methods:
- From scratch: Create brand new proposals that include text, images, and other general elements as well as information from the Vantagepoint hub records.
- Based on Proposal Templates You can create templates that can be re-used as the basis for proposals. Create these templates from existing proposals or from your firm's templates, which reflect your company's styles including page layouts, font settings, and other details.
- From a Projects Hub Record: The Proposals application seamlessly integrates with the Projects hub. You can generate a proposal from a project in the Projects hub and the Vantagepoint application will integrate the project information with your new proposal.
- Related Topics:
- Create a New Proposal
In Custom Proposals, you can create a new proposal from scratch. - Create a New Proposal from a Template
Proposal templates provide a framework for quickly and efficiently creating new proposals. You can create proposal templates in the Templates builder base them on existing proposals in Custom Proposals. - Include Employee Resume Text in a Proposal
The Employees hub and Proposal application seamlessly integrate to give you access to relevant employee information, project data, graphics, profiles, and narrative text for use in proposals. You can quickly analyze resources and select the best candidates for your project proposals. - Create a New Proposal from a Project Record
While working in the Projects hub, you can create a proposal from a project record. This populates the new proposal with project information and allows you to add records from the project as well as specify a template to apply. - Preview a Proposal Template
When you use a template as the basis of a new proposal, you can preview the template before making your selection. - Save a Proposal
As you build a proposal, you can manually save your changes as often as necessary. To further reduce the risk of data loss, Vantagepoint automatically completes an autosave of the proposal at its current state if there are unsaved changes and you attempt to close the Proposal Builder.
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