Setting up your first Proposal Template is pretty simple, but takes about 20 minutes depending on how much content you have. You can choose from either using an existing proposal template or using one of our Free Sample Templates located in the Library. Content is king when you’re using Proposable because once all of your content is in 1 of the 3 Libraries (Templates, Sections, Line-Items), you can quickly mix and match your sections together to build custom proposals on the fly.
If you have an existing proposal: We encourage you to have all of your content readily available whether it’s in a Word, PDF or other word processor. You also want to have either a folder or easy access to images, logos or videos so you can quickly insert it into your template. Here are a few steps to take:
- Click on the Library tab and create a new template with the icon
- Give your proposal a template title such as “IT Consulting Proposal“. If you decide to use merge tags, this is where you can add them to your template. Simply click on the . More on Custom Merge Tags
- Start by dragging over a Text Element to the page and copy and paste your content
- Begin creating your Cover Page by adding your content. You can also use Merge Tags to auto-populate your proposal with key information such as recipient and sender information.
- Click on the title at the top to add a new section by clicking on , this will give you a new blank page to work with. If you’ve already created a section, you can click on the to import it from your Library.
- If you created a new section with the , click on the Save Section to Librarybutton at the bottom of the page in order to save this and use for later. This is how you can “cut out” a page you’ve created and use it later in another template or use it as a “Master Section” in your templates.
- Continue this process until you have created all of your sections. Make sure to click on the Save at the top to save your work. Although our system does a great job of “auto-saving”, we still encourage you to save your work.
Now that you’ve created your master template, you can “clone” your proposal by using the Actions drop-down in the Library and selecting Duplicate.