Creating/Using Proposal Templates

To Create a New Proposal Template from Scratch:

  1. Click on "Templates" in the top navigation bar.
  2. Find the "Proposals and Invoices" box and click "Manage Templates".
  3. Click on the "Add New Template" button.
  4. Enter the Template name; in the Type dropdown menu select "Proposal"; and click "Save".

This brings you to the Proposal Template details screen where there are areas to add things like:

  • Line Items - For adding descriptions of items, quantities, costs, etc.
    1. Click on the "+" icon in the top right corner of this area.
    2. Enter details for the item name; description; quantity/hours (must be at least "1" to calculate a subtotal for the item); unit cost; sales tax rate; and markup/discount rate.
    3. To add an image to the line item, click on the "+" symbol inside the gray box to the left of the line item and upload an image from your computer.
    4. Repeat until you have added all the line items you need.
  • Proposal Introduction/Terms of Agreement
    1. Click on the pencil icon in the top right corner of this area to add or edit text for this field.
  • Associated Files - For adding files to a Proposal Template (which will be attached to the Proposal and emailed along with the Proposal)
    1. Click on the cloud icon in the top right corner of this area to upload files from your computer.
    2. Once uploaded, you can download or delete uploaded files.
  • Client Message - For including a brief message to the end of your Proposal (i.e., "thank you for your interest", etc.)
    1. Click on the pencil icon in the top right corner of this area to add or edit text for this field.
  • Image Gallery - For creating a visual showcase w/ titles and captions
    1. Click on the cloud icon in the top right corner of this area to upload images from your computer.
    2. Once images are uploaded, you can add a title and description to each by clicking on the "Edit" link under the image.
    3. To delete an image, click on the "Delete" link under the image.

To Create a Proposal Template from an Existing Proposal:

  1. Click on the "Proposals" tool button inside the Event/Lead Dashboard - OR - click on "Proposals" in the main navigation bar.
  2. Click on the "Save as Templates" button.
  3. From the dropdown menu, select one or more Proposals that you wish to save as Templates.
  4. After clicking "Save", the selected Proposals have been saved as new Proposal Templates in the Templates area, which you can now edit and modify.

To Create a New Proposal from a Proposal Template:

  1. Click on the "Proposals" tool button on the Event/Lead Dashboard - OR - click on "Proposals" in the main navigation bar.
  2. Click on the "Import Template" button.
  3. From the dropdown menu, select the Proposal Template that you wish to import into a new Proposal.
  4. After clicking "Save", the selected Template will be saved as a new Proposal. They will include all details from the Template (including the name), which you can now edit and modify.

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