Working with Proposal Elements
Use Proposal Builder features to create and customize proposals. You can insert text, images, and hub records to develop a graphical representation of how the proposal will look, which you can then customize and change on-the-fly to meet your client requirements.
These help topics provide an overview of the different elements that are used to build proposals and include links to step-by-step instructions for using each type of Vantagepoint element.
Element | Description | Procedure /Dialog Box |
---|---|---|
Header | When you create a new proposal, the name that you enter on the new Proposal Dialog box is included in the header. Use the quick edit option to change it. | |
Toolbar | The toolbar includes options to set proposal properties, export the proposal to PDF file, zoom to a different page size, and show formatting grid lines. | Proposal Builder Toolbar |
Proposal Properties | Use this dialog box to define the properties of the proposal, including the proposal name, identification number, due date, associated project, and other details. | Define the Proposal Properties |
Elements |
You can insert elements such as image files, text, lines, and section breaks. The Elements Pane is divided as follows:
|
Insert an Element into a Proposal |
Sections and Pages Pane |
Sections
Pages
|
|
Text | After entering a text element, you can enter proposal text by double-clicking in the text box to open the Edit Text dialog box and use options on the formatting toolbar to format the text. | Edit Text Dialog Box |
- Related Topics:
- Insert an Element into a Proposal
Use the Proposal Builder to insert elements such as images, text, hub records, and element groups into a proposal as you design it. This feature is available if your enterprise uses CRM Plus. - Resize an Element
After placing an element on the proposal, you can resize the element as needed. - Move an Element to the Clipboard
You can move elements from a proposal to the Clipboard Elements pane and then reuse them in a different location in the proposal. - Move an Element to the Front or Back
When a proposal has multiple layers of text and images, you can change the order in which elements display in those layers. For example, if you have an image that you want to display with a text overlay, move the image to the back layer and place the text in the front layer. - Define Element Properties
After you insert elements into a proposal, you can define the properties for one or more elements such as lines, images, text boxes, and section breaks, at the same time. Properties include the color, size, position, and general attributes of the element. - Define Document Properties
Use the Document Properties pane to define the properties for the entire proposal. These default properties apply to all pages in the proposal and originate from your user preferences. The only properties that do not apply are those for which individual page properties were established (for pages that require different formatting). - Define Image Properties
When you add images to a proposal, you can specify the default properties for the image. - Define Header/Footer Properties
You can insert header and footers within the pages of a proposal. The header and footer options on the Document Properties apply to the entire proposal, while the header and footer options on the Page Properties apply to the selected page (for pages requiring different formatting). - Delete an Element from a Proposal
You can delete an element that is saved within a proposal. Deleting an element permanently removes it from the proposal. You cannot undo this action.
Parent Topic: Proposal Builder Basics