Custom proposal

Created by Emily A, Modified on Fri, 31 Oct at 2:29 PM by Emily A

Empower Your Proposals – Create Custom Proposals with Ease

Our Custom Proposal Tool helps you craft personalized proposals that speak directly to your leads. From content and design to pricing details, you have full control to make each proposal professional, persuasive, and tailored to your audience. Say goodbye to generic templates and hello to proposals that truly impress.

What You Can Do Here

Navigate to the side menu and select Template Center.
In the Template Center, choose Proposal.
Click the Create New button in the upper right corner.
Choose whether to start from scratch or upload your own template.

Pro Tip: Start with a clear structure and relevant content—personalized proposals increase engagement and conversion rates.

Custom Proposal – Upload Templates & Manage Pages

Creating professional proposals has never been easier. Whether you’re uploading a ready-made template or starting from scratch, our tool gives you complete control over pages, content, and design.

Uploading Your Template

Click Upload Your Template to select files from your device.
Only PDF files are supported, with a maximum size of 30MB.

Starting From Scratch

Click Start from Scratch to open the creation page and build your proposal from the ground up.

Adding & Managing Pages

Access the Page Section:
Open the Section menu on the left side of the page.
Options include Cover Page, Blank Page, and Import PDF.

Manage Pages Easily:

Delete: Remove any page permanently. Deleted pages cannot be restored.
Rename: Edit page names for better organization
Duplicate: Quickly copy any page to reuse content.

Adding a Cover Page:

Create a professional introduction for your proposal.
Customize with text editors and controllers available at the top of the page.

Adding a Blank Page:

Insert blank pages wherever you need new content.
Use text editors and controllers to add text, images, or other elements.

Importing PDFs:

Select Import PDF to include existing documents.
Each page of the PDF will be added individually.
Imported PDF pages cannot be edited, but you can delete, rename, or duplicate them.

Pro Tip: Arrange pages logically—start with a cover, follow with main content, and end with a conclusion to make your proposal easy to read and professional.

Proposal Controllers – Build Content Your Way

Our proposal editor gives you all the tools you need to design professional, interactive proposals. The main creation tools are at the top of the page, with additional options in the right-hand pane.

What You Can Do Here:

Blocks: Access pre-built editors such as Pricing Table and My Organization.

Adding Text – Craft Your Story, Your Way

Think of text blocks as your proposal’s voice—clear, confident, and completely yours. Whether it’s a quick note, a bold headline, or a persuasive paragraph, you’re in control of how your message takes shape.

Add Text Instantly

Simply drag and drop a Text Controller wherever you want. No limits, no fuss—just seamless placement.

Edit with Ease

Type, format, and style your content exactly how you envision it. Every word counts, and every detail shines.

Organize Your Layout

Position text perfectly to match your design flow—make your proposal both functional and beautiful.

Pro tip: Great proposals don’t just inform—they persuade. Use your text blocks to tell a story that sticks.

Adding Images – Bring Your Proposal to Life

Think of images as the storytellers that words can’t be. Whether it’s a product shot, a design mockup, or a simple visual cue, every image adds clarity, credibility, and character to your proposal.

What You Can Do Here

Insert with Ease

Just drag and drop the Image Controller into your proposal. Place visuals exactly where they belong front and center or subtly in the background.

Upload Instantly

Click Add Image to pull visuals from your Image Assets library, or upload fresh ones directly from your device. The system supports single uploads up to 10 MB, so your visuals stay sharp and professional.

Preview & Adjust

Resize, move, or replace images anytime until your layout looks perfect.

Pro tip: A well-placed image doesn’t just decorate—it communicates. Use visuals that enhance your message and make your proposal unforgettable.

Adding Tables – Turn Information into Insight

Tables bring structure and clarity to your proposal, transforming data into a clean, easy-to-read format. Whether it’s for project comparisons, timelines, or detailed breakdowns, tables make your content precise and professional.

What You Can Do Here

Insert Instantly

Drag and drop the Table Controller from the editor panel onto your proposal page.
Add headers, columns, and rows in just a few clicks.

Customize Your Layout

Use the table toolbar to insert or delete rows and columns, adjust text formatting, and refine spacing until everything fits perfectly.

Design for Readability

Highlight important data by changing background colors, aligning content, and fine-tuning cell sizes for a sharp, balanced layout.

Pro tip: A well-structured table speaks louder than a paragraph—keep it neat, focused, and easy on the eyes.

Divider – The Secret to a Clean, Polished Layout

A great proposal isn’t just about what you say—it’s about how you show it. Dividers bring structure and clarity to your content, giving every section room to breathe. They’re the quiet design heroes that keep everything neat, balanced, and easy on the eyes.

What You Can Do Here

Drag & Drop with Ease: Start by dragging and dropping the divider from the editor into your layout—simple, instant, and perfectly placed every time.

Add Clear Separation: Break up long sections or different content blocks to help readers follow your proposal effortlessly.
Guide Reader Flow: Use dividers strategically to lead attention from one idea to the next without overwhelming the layout.
Keep It Balanced:Ensure your proposal looks clean and professional by maintaining visual harmony between sections.

Pro tip: When in doubt, add a divider—it’s the simplest way to turn clutter into clarity.

Check Box – Make Choices Clear and Interactive

Add checkboxes to your proposal to let clients select multiple options with ease. Whether it’s picking services, confirming details, or choosing preferences, checkboxes make interaction simple and clear.

What You Can Do Here

Drag and drop the Check Box from the Editors panel into your proposal page.
Let clients select one or multiple options as needed.
Customize checkbox labels to match your services or packages.
Keep selections organized and easy to review.

Pro tip: Use checkboxes wherever you want clients to make quick, clear choices without confusion.

Organization Logo: Insert your company logo for branding.

Terms & Conditions: Include T&C directly in the proposal.

Pro Tip: Use a combination of text, images, tables, and layouts to create visually appealing proposals. Well-organized pages improve readability and engagement.

Signature – Finalize Approvals with Ease

Add signature fields to your proposal to make it official and professional. Both clients and architects can digitally sign directly within the document, ensuring a smooth and secure approval process.

What You Can Do Here

Add signature fields for both Lead and Architect.
Drag and drop the Signature block from the Editors panel into your proposal page.
Choose which signature type to insert before adding it to the page.
Allow each party to sign electronically without needing separate files.
Keep your proposal legally compliant and ready to close instantly.

Pro tip: Use signatures at the end of your proposal to confirm agreements quickly and keep your workflow seamless.

Add Shapes to Your Proposal Page

Enhance your proposal design with shapes to highlight key details or create visual balance. Shapes can be customized with colors, borders, and even images for a more polished look.

How to Add Shapes

Drag and drop the Shape Controller from the editors.
Click the Shape block to add it to your page.
Choose a shape type — Square, Circle, or Triangle — from the dropdown menu.
Adjust the Width, Height, Border Width, and Border Radius to refine its appearance.
Click the Image icon to insert an image inside the shape.
Use the Color Fill icon to apply a background color.

Pro Tip

Use consistent shape styles and colors throughout your proposal to maintain a clean, professional design.

Pricing Table – Present Costs Clearly

The Pricing Table lets you showcase products or services with structured pricing, quantities, and subtotals. It’s ideal for creating transparent, professional proposals that help clients understand cost breakdowns easily.

What You Can Do Here:

Drag and drop the Pricing Table block into your proposal.
Default columns (Name, Price, Quantity, Subtotal) are automatically generated.
Add your services or products under the Name column with clear descriptions.
Use Line Item options to add or remove rows as needed.
Manage Discounts by clicking Add/Remove Discounts.The Add Discount window will appear where you can specify discount types and values.
Manage Taxes by clicking Add/Remove Taxes.View active taxes in the pop-up or add new ones by entering the required details.
The Grand Total updates automatically after applying discounts or taxes.

Pro Tip:

Use discounts strategically to highlight special offers or package deals. Keeping both discounts and taxes visible ensures transparency and builds client trust.

Variables – Personalize Proposals Effortlessly

Variables act as placeholders for dynamic information, allowing your proposals to be automatically customized for each lead. They ensure your content is relevant, accurate, and personalized without manual editing.
For example, a variable for Lead Name will automatically populate “John Smith” if that is the lead’s name, and a Project Details variable will fill in “New Office Building Design.”

What You Can Do Here

Click Variable to insert a placeholder into your proposal.
Select the desired variable to populate the required field.
After inserting a variable, click it to change it to another variable.
You can duplicate variables for repeated use or delete them as needed.

Pro Tip: Use variables for lead names, project details, and other key information to make each proposal feel personal and professional.