While the items and labor in a quote may seem like all the client is paying for, they are investing in much more. They are also paying for your company and services to not just complete the project, but do it right. Having a beautiful proposal that looks clean and tailored to your customer will really help when trying to win projects.
After you have added all the items and labor to a quote, it is time to edit the proposal. You could just go straight to view, which will use the default proposal template, but you may want to edit the proposal to customize for the client.
To edit a proposal, click the dropdown next to present button to get a more menu. Here you can click the Edit Proposal option in the dropdown.
Here you will be brought to a page that looks similar to a template proposal page. You can add multiple sections, edit sections, or use different templates.
With a proposal, the default proposal template will be chosen for you. You can change the proposal template by clicking the ellipsis next to the opportunity name and clicking change template.
This will open up a modal to select a different template.
Whether you use the default template or select from one of your other templates, you may still want to make some tweaks. Here you can edit any section to customize the proposal for the client.
Add or Remove Sections
You can add sections a few ways:
- Click the add section button in the upper right header bar by clicking the add section button
- Select a section and click the black plus button in the bottom right of that section
- Click between two sections to add a section
To remove a section, you will select a section, and click on the trash icon in the right side of the section.
You can click, hold, and drag a section up or down on the proposal to change its position on where the selected section is displayed on the proposal.
You can edit a section, by clicking a section, then clicking the edit button on the right side of the section. Below you will find a list of all the different section types you can add/edit in your proposal.
You can not delete the banner, but you can control the background picture, overlay color, and determine whether to show the company and/or customer information. We recommend you include the following company information to give the customer confidence and remove any doubts from your ability to complete the project:
- Company Logo
- Company Address
- Company Phone number
- Company Email Address
If you notice that this information is empty, it means it wasn't all entered when creating your D-Tools account. Company information can be added or edited in the settings under My Account.
Make sure your background picture is a large enough image (at least a 900 pixel .jpg or .png) to not look pixelated.
Paragraph section allows you to add blocks of text. Edit options include changing the title and/or description of the text. You can do some basic text design with increase or decreasing size, italics, bold, bullet or numbered lists.
Previous project examples and/or customer testimonials are very powerful for your potential clients and can give them confidence you are the right fit for the job. So we have added galleries to proposals so you can share these past projects and positive customer feedback with your potential clients. Add a gallery section, title it, and add images to the section. Here you can choose the different layouts and which pictures or videos you want to show. For each picture and video, you can choose the overlay as well as a URL to link to when the image is clicked.
In the list of products, you have a variety of options to choose from:
- Grid vs. List view - list view will not show picture and take up less vertical room where grid view gives some visual effect for the customer
- Show manufacturer, accessories, and/or price
- Group by system or location
- Show the total for the group in the header
Summary section currently only allows you to change the title of the section.
You can edit the title and description of the contract section. You can also choose to show payment term and/or payment term descriptions.
Save Proposal Changes as a New Template
After you have made all these changes, you may be excited how these changes came out. Well, you can save these changes as a new proposal, so next time you are getting ready to present a proposal to a client, you can reference these changes, or at least get you started on it.