Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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Create a Proposal from a Template

Proposal templates provide a framework for quickly and efficiently creating new proposals. You can create proposal templates in the Templates builder base them on existing proposals in Custom Proposals.

This feature is available if your enterprise uses CRM Plus.

To create a proposal from a template:

  1. In the Navigation pane, select Proposals > Custom Proposals.
  2. On the Actions bar of the Custom Proposals form, click + New Proposal.
  3. On the New Proposal dialog box, use the Template option to select an existing proposal template.
  4. Specify a name for the new proposal and then specify general proposal properties such as the number, project, and due date.
  5. To specify any additional proposal properties such as the client, organization, source, relevant dates, and notes, click Show additional properties.
  6. Click Continue to save the proposal and launch the Proposal Builder.
    The Proposal Builder opens with the content from the template that you selected.
  7. To change the default information from the template or to build the remaining pieces of the proposal:
    Procedure Related Information
    Define properties for the proposal, including the title. Define the Proposal Properties
    Define document properties such as the page orientation and margins. Define Document Properties
    Add hub records to the proposal.

    Drag the Hub Record element onto the proposal and complete the Add Record dialog box:

    1. In Add Records From, select the hub from which you want to add the records.
    2. In Choose Records, select one or more hub records to add to the proposal.
    3. In Common Fields, you can optionally select common fields to insert.
    4. Specify the number of images you want to add to each record in the proposal.
    5. Click Add to insert each record into the proposal.

      While you are in record layout mode, any changes that you make affect all records. After you finalize the records, you can modify individual records.

    If you want to change the records used in proposals based on a template, keep records as drafts. For example, if you typically have 3 project examples, but you change which projects are included for each proposal, leave the project records as drafts.

    		Insert a Hub Record
    Select the specific field information that you want to include for the record:
    1. Select an existing text box or drag a new one to the appropriate location on the record.
    2. Double-click the text box and then, on the Edit Text dialog box, click Insert Fields.
    3. On the Insert Fields dialog box, use the search in the Select Fields to Add column to enter the name, or part of the name, of the field that you want to add.
    4. Select the checkbox for each field that you want to add and then click the right arrow to add them to the Selected fields for this proposal.

      Placeholders for each field are displayed in the proposal. These fields are populated with data when you finalize the proposal.

    		Insert Field Information into a Proposal

    Insert Fields Dialog Box

    Edit Text Dialog Box

    Some fields have options for formatting or filtering data. For example, the Education grid in an employee record displays a drop-down list that allows you to include only rows that have the Include in Proposals checkbox selected.

    If you select a column that is a number, currency, or date, you can specify the format for that column. Click the link to open the Format Number, Format Date/Time, or Format Currency dialog boxes.

    		Format Currency Dialog Box

    Format Date/Time Dialog Box

    Format Number Dialog Box

    Add section breaks to the proposal.

    Insert Section Breaks

    Define Section Properties

    Add pages to the proposal. Add Pages to a Proposal

    Define Page Properties

    Save the record layout as a draft for editing later. This allows you to continue editing the proposal and make quick updates at one time instead of having to make changes to each individual record.

    Keep the proposal in draft mode until you need to edit each record individually or until you are ready to merge and publish.

    		Save Record Layout as Draft
    Merge and finalize the layout of the records. This separates the records and disconnects the proposal information from the hub so that it is no longer updated with changes from the hub record. You can then edit each record individually for this proposal without affecting the record in the hub. Merge and Finalize Records
  8. On the Actions bar, click Save.

You can now save the proposal as a template and export the proposal to PDF.