SF330 How to...
You can create SF330 proposals from scratch or base them on projects or other SF330 proposals.
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- SF330 Create a New SF330 Proposal
You can create a new SF330 from scratch or base it on a project record or an existing SF330. - SF330 Create from Project
You can create a new SF330 proposal based on a project record. However, the project record does not contain all of the information you need to fill out an SF330 form, so you must provide additional information. - SF330 Connect a Proposal to a Project
Use the Proposal Log feature to associate a proposal record with a project record in the Projects hub. Because you may be required to submit more than one proposal for a single project, the proposal log is useful for keeping track of all the proposals that are associated with each project. - SF330 Copy an Existing SF330 Proposal
You can base a new S330 proposal on an existing one. After you make the copy, you give the record a new name and modify its data. - SF330 Merge an SF330 Proposal
After you finish adding data to the SF330 form tabs, you can merge the data, using SF330 merge templates, to make a formatted SF330 proposal. - SF330 Merge Signature Images (Section H and Part III)
You can sign the SF330 form (Section H and Part II) with a signature graphic. If you chose the Signature option on the 330 Preferences form, you can insert a signature graphic into the SF330 form. - SF330 Add Graphics to an SF330 Proposal
To add graphics to a SF330 proposal, you must enter graphics placeholders in the merge template that you plan to use. You enter graphics placeholders in block 24 of a modified Section F merge template. After you use the merge procedure, the proposal shows each of the related graphics, at the location you specified. - SF330 Populate a Block from a Boilerplate
You can populate some proposal form blocks with information stored in a boilerplate. For example, you can use a boilerplate as the source for information in Block 30 on the Section H tab. - SF330 Add Your Firm's Logo
Add your company's logo to any page of the SP330 form. - SF330 Change Fonts on a Template
You can change the font for any merge code on a modified merge template. The form fields are based on individual Microsoft Word styles, and the data fields are based on the Microsoft Word Style called DataText.
Parent Topic: SF330 Proposals