Custom Proposals
Custom Proposals provides a graphical, WYSIWYG interface where you can drag and drop elements, such as images, text boxes, and hub records from the Elements pane into the proposal. This interface provides a graphical representation of how the proposal will look, and allows you to design or make changes to it on-the-fly.
You and members of your firm can also create and save custom templates and groups of proposal elements that you can share and re-use.
Videos: See related videos below
Videos
Title | Description |
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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. |
- Related Topics:
- Proposal Builder Basics
If you are new to Proposals, you may find it helpful to review information about how to insert and format elements in proposals, create individual sections and pages, and add hub records and placeholders. - 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. - Fields and Options
To create and edit proposals, you work with fields and options in Custom Proposals. - Learn More About
Review topics that have conceptual information about Proposals.