Customers from different industries and market sectors may have different expectations for how they evaluate proposals. Cloud allows you to create multiple proposal templates, each with its own design and content sections.
Once you have custom templates, you can select the template you want to use for a proposal, which drastically reduces the time and effort you spend creating proposals.
The instructions in this article apply to Project Proposal, Service Proposal, and Change Order Proposal templates.
You need the "Create and manage proposal templates' permission in the "Proposal" permissions group, or you need to be a member of a group that has it, to create project proposal templates, service proposal templates, and change order proposal templates.
To add a new proposal template, go to "Proposal Templates," "Service Quote Templates," or "Change Order Templates" under "Settings > Proposal" and click "New template" in the top-right corner.
The following screenshot shows how to add a project proposal template.
Type in a name for the template, select the type of template (Multimedia or Quick Quote), and click "Create."
Clous displays an interface with options for building the proposal template.
The interface has the following options:
Add section: Click this to add sections to the template. Check out this article for more details.
Settings: Click this to configure proposal template settings.
Delete: Click this to delete the template.
Design: Click this to configure the proposal font, font weight, and color for sections, subsections, item headers, and proposal text.
Templates: Click this to apply another template's design, or save this template as a new one.
Download settings: Click this to configure the footer and the page break type when you download a proposal as a PDF using this template. Check out this article for more details.
You can also create a new proposal template (project proposal, service proposal, or change order proposal) from an existing one. To do so:
1/ Click the 3-dot menu of an existing template and click "Duplicate."
2/ In the modal, add a name for the template and click "Duplicate."
The new template inherits all design elements and sections from the existing template.