A new proposal will always use the proposal template set as the default under "Settings > Proposal > Proposal Templates." It will contain all sections from the default template.
You can edit the proposal to suit the current project and align it with your customer's expectations.
A proposal shared with a customer is a live document. You can edit the proposal even after you share it. The customer will see the changes in the shared proposal as soon as Cloud saves your edits.
You need the "Manage proposal configuration' permission in the "Proposal" permissions group, or you need to be a member of a group that has it, to edit any aspect of the proposal: add, remove, and reorder sections, customize sections, and change the font and color in the proposal.
To edit the proposal, click "Edit proposal" in the top-right corner in the Quote Details view. In the Edit view, you can make any necessary changes.
Here are ways to edit the proposal.
# Add section
If you want to add a new section to the proposal, click "Add section" in the panel on the left and click on any of the section types. The new section will be added below the last section in the proposal.
Alternatively, hover over a section, click the "+" icon at the bottom of the section outline, and select a new section in the left panel. The new section is added below the selected section.
# Delete section
To delete a section, hover over it and click the "Delete" icon.
# Reorder section
To reorder a section, hover over the section and click the "Up" or "Down" arrow to move the section one level above or below in the stack of sections.
# Change font and color
Cloud provides options to change the fonts and colors in the proposal. We provide a list of fonts to choose from and let you specify the hexadecimal color codes you want to use in the proposal.
Check out this article for more details about changing fonts and colors in proposals.
# Change template
If you think the proposal can look better with a different template, click the "Templates" icon at the top and change the template.
If you find yourself making similar changes in many proposals, it may be time to create a new proposal template with the right font, color, sections, and section customizations.
If you want to save the section additions and customizations as a new template for future use, click the "Templates" icon and click "Save as new template."
Check out this collection of articles for more details about proposal templates.
# Change layout
Cloud provides two layouts for proposals—Multi-Media and Quick Quote. Each has its own sections and benefits. You can add more sections to either layout if needed.
To change the layout, click the "Layouts" icon and make your preferred selection.
# Customize proposal PDF
If you want to share the proposal offline or as an email attachment, you can download the proposal PDF. When you download it, you can set a custom footer.
To customize the footer, click the "Download" icon and click "Edit proposal PDF."
Check out this article for more details about customizing the proposal PDF.
