Proposal templates

A Proposal Template is a pre-designed document that serves as a cover page for creating proposals. It includes a structured layout with content blocks for essential information such as the proposal's title, introduction, scope of work, terms and conditions, and other relevant details. By using a Proposal Template, you can ensure a consistent and professional look for all your proposals, which can enhance your brand’s credibility and increase the chances of winning new business. In addition to individual Proposal Templates, we offer a Proposal Marketplace where you can access a variety of prebuilt templates. This marketplace is designed to kickstart your proposal creation process and speed up delivery.

Value Propositions

  1. Consistency: Maintain a uniform look and feel across all your proposals, reinforcing your brand identity and professionalism.
  2. Quality: Enhance the overall quality of your proposals with professionally designed templates that help communicate your message more effectively.
  3. Customisation: Easily modify templates to align with specific project needs or client preferences, ensuring each proposal is unique and targeted.
  4. Competitive Edge: Stand out from competitors with visually appealing and well-structured proposals that leave a lasting impression on potential clients.

View Setting

➡️ Profile icon > Settings > Proposal > Proposal template > View 

Designing a Proposal template

You can design a proposal template in two ways: either create one from scratch or use a pre-built template from our Proposal Marketplace. 

Option 1: Create a Proposal Template from Scratch

Crafting a custom proposal template allows you to tailor the design to your specific needs and brand identity. This method offers complete flexibility in structuring content blocks, setting up sections, and incorporating unique design elements to ensure a professional and cohesive look.

➡️ Add new proposal template > Template name > Save > This creates a blank template to configure

Option 2: Use a Pre-Built Template from the Proposal Marketplace

Our Proposal Marketplace provides a variety of pre-designed templates that can be quickly previewed and downloaded. This option significantly speeds up the proposal creation process while maintaining a high level of professionalism and design quality.

➡️ Add from marketplace > Choose the template > Add proposal > This creates the chosen template to configure > Edit > Update the Template name > Save 

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Configure the Proposal template

There are several different content blocks you can use to customise the proposal to your branding these are Title, Text area, Image, Video, Page Break and Table. Drag and drop the required blocks to begin building/updating your proposal template we recommend you start with a cover page. You can set a background image, add in Option templates, Add-Ons and more.

➡️ Configure > Use Content blocks, Add new page and Page properties > X to Close/Save

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Content blocks

Content blocks are used to structure the document, making it easier to navigate and ensuring that all essential information is included in a consistent and logical manner. By effectively using content blocks, you can create a well-organized, professional proposal that is both visually appealing and easy to understand. For a more detailed guide of the formatiing options read Template Builder guide.

Title, Text Area and Table

The blocks provide flexible formatting options. Once highlighted, users can apply various styles such as bold, italic, font color changes, bullet points, indentations, and more. These options are accessible through the toolbar at the top of the proposal, allowing for easy customization and enhancement of the document's appearance and readability.

Use Tagging 

Utilize tagging in your proposal by using the [ bracket in any of the Text content blocks to bring up the options available. Tagging helps in dynamically inserting data, ensuring the content is relevant and personalized for each proposal.

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Upload an image from your Computer. This might be an item your are quoting for or a company log for example.

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To include a video you will need to add the URL into the field on the side panel. 

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Additional Options

All Content blocks have additional options these vary depending on the block.

➡️ Hover over the content block > Right hand side > 3 dots.png > Choose from the menu shown

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Page Options 

➡️ Screenshot 2024-06-10 193701.png > Select from the menu 

Page Properties 

➡️ Screenshot 2024-06-10 193701.png> Page Properties > Side menu appears > Save 

  • You can set either a Background colour or Background image
  • Add a Header/Footer.
  • Choose to apply it to All pages.

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Copy page/Clear Page/Delete Page

➡️ Screenshot 2024-06-10 193701.png> Copy/Clear/Delete > Confirm action

    • At least one page is required.

Add new page

➡️ Screenshot 2024-06-10 201501.png> Select from the menu

  • Add new page
    • Insert page
    • Add content page
    • Upload PDF > Click to upload > Save
    • Add Option template > Complete side panel > Save 
    • Add add-ons > Complete side panel > Save

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Download a Proposal template

➡️ Download > Zip file is saved to you computers Download folder

Clone a Proposal template

➡️ Clone > Type CLONE > Clone 

Edit A Proposal template name

➡️ Edit > Amend Template name > Save

Delete A Proposal template 

➡️ Delete > Type delete > Save