Empower Your Proposals: Introducing Our Custom Proposal Tool

Our Custom Proposal Creation Tool offers a comprehensive solution for crafting personalized proposals tailored to the specific requirements of your leads. With this tool, you can easily customize the content, design elements, and pricing details to create proposals that resonate with your audience. Say goodbye to basic proposals and hello to a more effective and engaging approach to proposal creation.

To access the Custom Proposal feature:

1. Navigate to the side navigation menu and select "Template Center."

2. Within the Template Center, choose "Proposal."

3. On the Proposal page, locate the "Create New" button in the upper right corner.

Upon clicking "Create New," you'll be prompted to choose between starting from scratch or uploading your template.

For uploading your template:

• Select "Upload Your Template," which will direct you to your files.

• You can upload PDF files only, with a maximum size limit of 30MB.

For starting from scratch:

• Choose "Start from Scratch," and you'll be taken to the creation page 

How to Add a page in the proposal

Adding pages to your proposal is effortless with our user-friendly tools. Here's a simple guide to get you started:

Where to Access the Page Section?

• On the left side of the page, locate the "Section" menu.

• Within this menu, you'll find options for "Cover Page," "Blank Page," and "Import PDF."

Managing Pages:

• Delete: You can remove any page from your proposal. Keep in mind that once a page is deleted, it cannot be restored.

• Rename: Customize the names of your pages according to your preferences.

• Duplicate:  you can easily duplicate the page by choosing the duplicate

Adding the Cover Page:

• Use the cover page to create a professional introduction to your proposal.

• Utilize text editors and controllers available at the top of the page for customization.

Adding a Blank Page:

• Insert a blank page where you need to create or write within your proposal.

• Use text editors and controllers at the top of the page to compose your content.

Import PDF: 

If you have a PDF document to include, select this option.

• Choose the PDF file from your device to import.

• Imported PDFs will appear page by page within your proposal.

• While you cannot edit imported PDF pages, you have the flexibility to delete, duplicate, or rename them as needed.

Controllers

• The upper page provides tools for creation, while additional options are available in the right pane.

• Within the right pane, you'll find blocks, image assets, variables, and more.

• When clicking on "Block," you'll access editors such as Pricing Table and My Organization.

In the Editor:

• Text: Utilize Text Controllers by dragging and dropping them onto your proposal, enabling text input.

• Image: Add images by clicking on "Add Image," which opens the Image Assets library. 

  • If you haven't uploaded any images yet, you can do so by clicking "Upload Image" and selecting files from your device.

• Table: Incorporate tables by selecting the "Table" option. 

  • This automatically generates a header, columns, and a row.

  •  The table toolbar allows for the easy addition of rows, columns, and cell background colors.

• Page Layouts: You can choose from default layouts or customize them by adding or deleting columns.

• Divider: Use dividers to separate content into clear sections.

• Checkbox:  You can add checkbox fields to allow the Lead  to choose multiple options

• Layout: Customize the layout of your pages to enhance readability and visual impact.

  • You have the option to replicate the layout, 

  • remove the layout, 

  •  or even include another layout. max 3 layout

• Organization logo: Logo can added using this option.

• Terms and conditions: T&C can be added.

Pricing Table

• First, drag and add the pricing table block to your proposal.

• Default columns for” Name “, "Price," "Quantity," and "Subtotal" will be automatically generated.

• Customize the table by adding your services and descriptions under the "Name" column.

• Click on the row options to add additional rows as needed.

• To add or remove tax click on the add or remove taxes field.

• The add or remove tax popup displays the active taxes.

• To add a new tax, click on "Add Tax."

• Input the required information directly to add the new tax.

Variable

What do you mean by variable?

Variables serve as placeholders for dynamic information. When you select a variable within a proposal template, it acts as a placeholder for specific data. For example, you might have variables for lead name, project details,  or any other relevant information.

When you're ready to send the proposal to a lead, the system automatically fills in these variables with the corresponding values you've provided. This means that the proposal is personalized and tailored to each individual lead based on the information you've entered.

For instance, if you've input the lead name as "John Smith" and project details such as "New Office Building Design", these variables will be substituted with the actual values when the proposal is generated for John Smith's project.

Overall, variables allow for efficient customization of proposals, ensuring that each proposal is accurate, relevant, and personalized to meet the needs of the specific lead or client.

How to use Variable?

1. To insert a variable, click variable

2. you can insert whatever variable in the required field 

Changing Variables

After a variable is inserted, select it to change it to another variable.

you can able to duplicate the variable or delete the variable