Proposal templates

Purpose: 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.

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▶️ Sales - Basic training - Setting up the system

Add new proposal template

  • Profile icon > Settings > Proposal > Proposal template > View > Add new proposal template > Template name > Save.

Configure proposal template

  • Configure > Use Content blocks, Add new page and Page properties to create the cover page > X to Close

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Content blocks

  • Drag and drop the required fields from the Content blocks to begin building you cover page.
  • Title & Text Area have extra formatting options once highlighted.

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  • Each Content block has additional options (Three dots)

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Page Options (Three dots next to page #)

  • Page Properties > Add the options required > Save
    • Choose a Border colour
    • Choose a Background colour
    • Add an Image background > Upload Image
  • Copy page > Are you sure you want to copy the page? Yes No
  • Clear Page > Are you sure you want to clear the page? Yes No
  • Delete Page > Are you sure you want to delete the page? Yes No
    • Requires at least one page

Add new page

  • 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