There are several key components to a proposal and so it's important for you to know what they are and how to configure them.

This will take some time to get it exactly as you want it, but once it's done, they will be automatically generated for you forevermore.

This video will show you how to control the proposal PDF content.  

Step 1. Finding The Proposal You Want To Edit

From the admin are of your app, go to Configure > Proposal Templates and E-mails.

You can add as many proposal templates as you need, each with its own PDF content so you can adjust graphics, testimonials and text for different types of work you might need to do or clients you have.

To tweak the PDF content within a template, select edit (or create a new one from scratch by adding a proposal template)..

..A pop-up box will appear. Ensure you are working within the PDF tab.

You can also configure your proposal e-mail and the way it is accepted from here.

Step 2. Editing the PDF Content

The features of the proposal PDF are listed in the order that they will show in your proposal document so you know where everything will appear.

Here's a summary of everything you can do within this tab..

Add Testimonials to Your Proposals

Use the toggle to enable testimonials. Once enabled, add your client testimonials.

Testimonials are a great way to show your clients that the promises you are making have been delivered on before.

👆You could create different proposal templates for different niches with specific testimonials to connect with clients in those markets.

This is how you can preview changes you have made.

Add Full Page Graphics to Your Proposals

You can upload up to three full page graphics to appear in your proposals.

Ensure you have toggled the feature on and select choose image to upload a graphic from your desktop.

Specifications

Size: 210mm x 297mm (A4)
Resolution: 72dpi for on screen use, 300dpi is best screen resolution.

Ideas

Full page graphics are a great way for you to include any additional page you need, in any style that you want it to be. Some examples of how our current clients use this include:

  • Meet the team pages

  • 'About me' or company bio pages.

  • Quotes and images that reflect your brand message or ethos.

  • Cover pages for the back page

Edit Text Within The Proposal

You can also edit the text content that appears throughout your proposal such as the introduction.

You will see several text editors throughout the PDF tab enabling you to do this.

👆 Merge fields are a great way to automate important references throughout the PDF, such as your clients company information.

Introduction to Fees Section

Configure the introductory text that will appear on the fee page. The remainder of this section will be automatically populated with a breakdown table of service costs.

Merge tags are good here, particularly for referencing the proposal type or ID. 

The Please Note Section

Use the please note toggle to switch this section on or off. When selected, the proposal will automatically display the start date and end date of the terms, along with the clients annual revenue and the free text you choose to use in the box below.

If you don't want to display the start and end dates and revenue ranges, and just want to show how long the proposal is valid for, then use this button:

The What Happens Next Section

The what happens next section in your proposal has moved and can be configured within the acceptance tab of the proposal template.

Services and Roadmap Section Introductions

The remainder of the proposal PDF is populated with the service descriptions and upsell section. This is where you will edit the introductions to these sections.

Step 3. Saving and previewing content

Once you are happy with the content in your proposal, save your template.

You can preview content by creating a proposal, completing the details and scrolling down to the Preview Proposal tab.

More on this here.


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