Proposals vs Proposal Templates
A Proposal can be created by starting from a completely blank page and adding elements to it, or starting from a template.
Proposals always associated to an account or opportunity. Proposal templates are standalone documents, which can be re-used later on in any specific proposal.
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Creating a Proposal Template
Proposal templates are created from the proposal template list view and clicking the New Template button.
The Proposal Builder
The proposal builder then opens up with proposal elements and proposal settings tabs on the right panel and the What You See Is What You Get (WYSIWYG) editor on the left panel. The WYSIWYG editor, always stays the same, however the right panel, changes depending on what you have selected.
In order to enable auto-save, you first need to name and click on Save, so do that before anything else. Once you have saved your proposal template once, any changes you make to your template will automatically be saved periodically unless you toggle auto-save off by clicking on it.
The proposal settings tab will show you settings that affect every proposal page. For now, the only setting available is proposals margins, which will add margins to every page in your proposal.
Elements are how you are able to add content to the proposal. You can read a further explanation on each one of these elements in this article. To add any element, all you need to do is drag the element onto the WYSIWYG side of the editor. Once the element is in place and you're in the edit mode for the element, you can edit its content and settings on the right panel. Let's add a a text element.
Moving, Duplicating, Editing and Deleting Elements
When you hover elements with your mouse, you will see buttons on top of each element added to the proposal.
Whenever you are in an Element's edit mode, the right panel will show its Content and Settings Tab. All elements have a Content and a Settings Tab. The Settings tab has specific settings to that element like background colors and columns. Each element has different settings options. You can click on the Element Settings Tab to check out the settings available for text elements. Then, click Done to leave the element edit mode.
Duplicating and Deleting Elements
Proposals in GleanView don't have pages, they only have sections. Sections are how you're able to organize certain subjects within a proposal. It helps your final customers to navigate the proposal as well.
You'll notice a + below your initial section. When you click that button, two other buttons will show up. With them you can Add a Blank Section or Add an entire Template.
Previewing Your Proposal/Template
You can preview your proposal template at any time by simply clicking the preview button on the top right. This will show you what your proposal will look like to the recipient. You can navigate to the different sections of the proposal using the section drop down. Click Back to Editor when you are finished previewing.
Proposals, Templates and Variables
Text elements allow you to use variables to reference Accounts and Contacts information. This is especially useful when creating your templates. Using variables when creating templates will speed up your process of creating actual proposals with those templates.
Create a Proposal
Now that you created your first proposal template, you're able to use it to create an actual proposal. To create a new proposal, navigate to the proposal tab and click New Proposal. Select the account you are creating the proposal the proposal template you would like to use. You can start with a blank proposal or any existing proposal template, including the sample ones that we include. The price list will default to the price list associated with the account, but it can be changed by any user with role permissions to edit products.