When you create a proposal from a quote, Cloud fetches the quote, product, labor, and service plan details in the quote and puts them into different sections in the proposal.

The plan views, images, and attachments in the quote are not automatically added to any section of the proposal. However, you have the option to add these and other vital details within distinct sections of the proposal.

Proposal sections

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

Section type	Description and capabilities
Attachments	A section to add attachments 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.
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 to show the executive summary of the project. 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 product and labor prices combined. Check out this article for more details.
Gallery	A section to showcase completed projects. Add or embed URLs of images or videos. Attach the quote and opportunity attachments. Display the gallery items in different layouts. Check out this article for more details.
Labor	A section to display the details of the labor required for the project. Sort labor types in alphabetical order, according to their 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 holding Cloud accounts with 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 to add textual information related to the project or the company.
Payment Terms	A section to show the payment terms of the project. Show or hide the billing and due dates of the payment schedule. Edit or change the payment terms.
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 pricing summary of the project. 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 product and labor prices combined. Check out this article for more details.
Products	A section to display the details of the products installed during the project. Sort products in alphabetical order, in order of their price, or 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 gives you control over whether or not to display details such as brand, model, product resources, product descriptions, MSRP, and unit price. Show or hide the accessories of the products. Options to show labor separately from the products' total price and 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 State/Province or Expiration Date of the licenses. Check out this article for more details.
Project Description	A section to add a description of the project.
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 the Social Media presence of your company. Add URLs of your website, Facebook, Twitter, YouTube, LinkedIn, and Instagram accounts or pages.
Subscriptions	A section to display the details of 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 Edit view of the proposal, hover over the section you want to customize, and click the "Edit" icon for the section. This will show the customization options of the section in the panel on the left.

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

If you are making the same customizations in multiple proposals, consider using a proposal template with all customizations made in the template. A proposal template retains the customizations when you apply them to the proposal, and this way, you do not have to spend time customizing every proposal.

Sections in a proposal

Proposal sections

Customizing proposal sections

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