Proposal Quick Reference Topics
The Proposal Quick Reference topics provide a process overview for different key proposal functions, such as creating a new proposal or a new template.
- Related Topics:
- Creating a New Proposal Quick Reference
You might find it helpful to use this quick reference list of steps as a guide for creating a new proposal. - Creating a Proposal from the Projects Hub Quick Reference
While working in the Projects hub, you can create a proposal directly from project record. This populates the new proposal with project information and allows you to add records from the project as well as specify a template to apply. This is useful when, for example, you have known about a project for a period of time, completed the decision-making process, decided it was a "go," and created a proposal. - Adding Resume Information to a Proposal Quick Reference
Use this list of quick reference steps as a guide for adding resume information to a proposal. Because the Employees hub and the Proposals application are seamlessly integrated, you have access to relevant employee information, project data, graphics, profiles, and narrative text for use when generating proposals. You can quickly analyze resources and select the best candidates for your project proposals. - Creating a New Proposal Template Quick Reference
Proposal templates are pre-formatted to include particular styles, layouts, and information that you can use on future proposals. You might find it helpful to use this list of quick reference steps as a guide for creating a new proposal template. - Creating an Element Group Quick Reference
An element group is a set of proposal elements that you group and save for reuse. You can create an element group from scratch or by saving a group of elements from an existing proposal. Element groups help you quickly create consistent proposals. Use this quick reference as a summary of the steps for creating a new element group. - Adding an Estimate to a Proposal Quick Reference
Use this quick reference as a guide for adding estimate information to a proposal. Because the Projects and Employees hubs and the Proposals application are seamlessly integrated, you have access to relevant project data, employee information, graphics, profiles, and narrative text for use when generating proposals.
Parent Topic: Proposals