Videos for Proposal Coordinators
View videos about creating proposals and proposal templates.
To view the videos, click the links below.
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Learn basics about the Proposals application, which provides flexibility and a variety of elements and options that you use to create a custom proposal for clients, organizations, projects, and teams. |
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Learn how to add hub records to proposals, insert images and additional fields, and format fields and text. |
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Learn how to create a resume template, which is helpful when submitting proposals for projects in which you want to highlight your team's background and experience. A resume template saves time by allowing you to create the layout, and determine the information that you want to present about your team, in future proposals based on the template. |
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Learn how to set up document and page properties in a proposal in Vantagepoint. |
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Learn how to create a template from a proposal. |
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Learn about element groups, which are sets of elements that you can reuse in future proposals. |
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Learn how to set up a grid that displays multiple records in a proposal. Presenting information in a table format provides prospects with easy-to-read information. |
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Learn how to create an estimate based on a pursuit project. This feature allows you to include in a proposal an estimate for your client, to information them of a project's estimated cost. |