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.
- Related Topics:
- Select a Proposal to View or Edit
Use the Proposals grid to view a list of all saved proposals that you can view and edit. - Create a Proposal
The Proposals application streamlines the proposal production process, allowing you to create and track effective and winning proposals. - Manage Proposals and Properties
While working with a proposal, you can save, edit, copy, delete, and export proposal information, as well as define the proposal properties. - Working with Hub Records in Proposals
You can pull information directly from existing hub records into a new custom proposal. Using hub records in this way means that you can use employee resumes and bios, project experience sheets, firm profiles, narrative text, and graphics to build a winning proposal. - Work with Images in Proposals
Use the Images element to insert logos, graphics, employee photos, project pictures, and any other photos to make your proposal more visually appealing. - Work with Proposal Estimates
Use the Estimates element to incorporate a project estimate into your proposal. The estimate provides details on the potential overall cost to your client if the project is won. - Merge and Finalize Records
After you finish editing proposal records, you can merge the proposal records and finalize the layout of the proposal.
Parent Topic: Custom Proposals