Proposals

Project proposals are the principal tools that you use to sell your firm's services and win new business. Proposals contain all the information about your firm, your employees, and your previous work that prospective clients want to know before they award a contract.

Videos: See related videos below

The Proposals application streamlines the proposal production process, allowing you to:

• Create custom proposals that are tailored specifically to individual customers and business opportunities.
• Centralize proposal information and create templates that streamline data retrieval and proposal generation.
• Integrate records, fields, images, and other elements directly from the hubs, ensuring data accuracy and consistency.
• Share proposal information and templates with team members.
• Export proposals to PDF format for quick turnaround.

Videos

Title	Description
Introduction to Proposals	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.
Including Hub Information in Proposals	Learn how to add hub records to proposals, insert images and additional fields, and format fields and text.
Creating a Resume Template	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.
Proposal Document and Page Properties	Learn how to set up document and page properties in a proposal in Vantagepoint.
Proposal Templates	Learn how to create a template from a proposal.
Using Element Groups in Proposals	Learn about element groups, which are sets of elements that you can reuse in future proposals.
Linking Text Elements in Proposals	Learn how to link one text element to another to continue text from one element to the next. You can link as many text elements together as you want and linked text elements can appear on the same page or different pages. This video introduces text linking using an example.
Creating a Table in a Proposal	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.
Create an Estimate for a Proposal	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.