When you create a proposal from a quote, Cloud pulls the quote, product, labor, and service plan details and places them in separate proposal sections.

The plan views, images, and files in the quote aren't automatically added to any proposal section. However, you can add these and other vital details to separate proposal sections.

Proposal sections

Here are the types of sections you can use to build proposals. Each section has its own attributes and customization options. With the ability to rename sections, you can build attractive proposals and align them with your regional quoting practices.

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 add, remove sections, and customize sections in the proposal.

Section type	Description and capabilities
Awards	A section to add the details of the awards you have won. Add names, URLs, and images of the awards won. Check out this article for more details.
Cover	The cover page of the proposal PDF. Show opportunity details such as quote name, version, and owner. Show your company's website URL and address. Show the client's name, company name, address, contact number, and website URL. Check out this article for more details.
Executive Summary	A section that shows the project's executive summary. Show, hide, and edit project, location, and system descriptions. Show prices by location, phase, or system. Show or hide item discounts, adjustments, and service plans. Show the total project value as product and labor prices separately or combined. Check out this article for more details.
Files, Plan Views, Whiteboards	A section to add files showing how you plan to execute the project and other relevant documents. Upload files from your computer. Attach the plan views, images, and whiteboards used in the quote.
Gallery	A section to showcase completed projects. Add or embed URLs of images or videos. Attach the quote and opportunity files. Display the gallery items in different layouts. Check out this article for more details.
Labor	A section that displays the labor details required for the project. Sort labor types alphabetically by price or duration. Show or hide hourly rates for the labor types.
Meet the Team	A section to introduce the team that will work on the project. Add your team members who hold Cloud accounts, including their names, titles, and biodata. Check out this article for more details.
Modus 360	A section to add Modus 360 images from your Modus VR account. Check out this article for more details.
Paragraph	A section for adding text related to the project or the company. You can add terms and conditions, a technical approach, an appendix, and other such information in this section.
Payment Schedule	A section to show the project's payment schedule. Show or hide the billing and due dates of the payment schedule. Edit or change the payment schedule milestones.
Portfolio	A section to showcase your experience on previous projects. Add case studies with images or videos. Check out this article for more details.
Pricing Summary	A section to show the project's pricing summary. Show prices by location, phase, or system. Show or hide taxes, item discounts, adjustments, and service plans. Show the total price as product and labor prices separately, or combined. Check out this article for more details.
Products (also seen as Locations)	A section that displays details of the products installed during the project. Sort products alphabetically, by price, or in a customizable ranked order or display order. Group products by location, system, phase, or category. Display items with varied detail—Short, Medium, Long, and Custom. Each option lets you control whether to display details such as brand, model, product resources, product descriptions, MSRP, and unit price. Show or hide product accessories. Show labor separately from the products' total price, along with the labor hours to install the products. Check out these articles for more details. Set the display order of products Group products by locations or phases Show accessories Make product resources available
Professional Licenses	A section to showcase your company's professional licenses and certifications. Show or hide individual professional licenses added under "Settings > Account > Company Profile." Hide details such as the state/province or license expiration date. Check out this article for more details.
Project Description	A section to add a project description.
Terms & Conditions	A section to add the project's terms and conditions. You can make accepting the terms and conditions mandatory in the proposal. Check out this article for more details.
Testimonials	A section to showcase customer appreciation received on previous projects. Add testimonials with reviewer details, testimonial text, and images. Check out this article for more details.
Social Media	A section to add your company's social media presence. Add URLs of your website, Facebook, Twitter, YouTube, LinkedIn, and Instagram accounts or pages.
Subscriptions	A section to display the subscriptions in the quote. Check out this article for more details.

While you can add all the sections listed above to the Multi-Media Proposal Layout, the Quick Quote Proposal Layout allows for fewer sections. This is because the Quick Quote Layout is meant to be brief.

Customizing proposal sections

To customize a section in the proposal, go to the proposal's Edit view, hover over the section you want to customize, and click the section's "Edit" icon. You can see the section's customization options in the left panel.

The following screenshot shows the customization options of the "Products" section.

If you are making the same customizations across multiple proposals, consider using a proposal template with all customizations built in. A proposal template retains customizations when you apply it to a proposal, so you don't have to customize every proposal.

Sections in a proposal

Proposal sections

Customizing proposal sections

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