Creating a New Proposal

You can create a new proposal from several places within GleanQuote:

1.  From the Plus icon in the top navigation:

2.  From the New link on any Opportunity record:

3.  From the New link on any Account Overview page:

4.  If you are using an external CRM like HubSpot, from the New Proposal button on the the GleanQuote card in the CRM:

When you create a new proposal, a version of the new proposal creation modal displays (depending on your setup, some fields on this modal will be different than the image)

You can select a template to create the proposal from or you can select an existing proposal.  

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 or starting from an existing proposal.

Proposals are always associated to an account or opportunity.  Proposal templates are standalone documents, which can be re-used later on in any specific proposal. 

Proposals and proposal templates both share the same drag and drop builder.

The Proposal Builder/Editor

The proposal builder 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.

Auto Save

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, any changes you make to your template will automatically be saved periodically unless you toggle auto-save off by clicking on it. 

Proposal Settings

The proposal settings tab will show you settings that affect every proposal page.  You can change proposal margins, select page size, turn on page numbers, and design the proposal header and footers in the proposal settings.

Proposal Details

Proposal details are user level inputs that the user creating/editing the proposal completes.  On proposal templates, you can set any proposal level field as a proposal detail (for any proposal created from that template) that can be completed/edited by the user editing the proposal.  Simply select the proposal fields you want to include as details.  You can reorder the fields using the grab bars on the left and also mark an input as required. 

If a proposal detail field is marked as required and it is not already completed by the user on the new proposal modal, then the proposal detail modal will display once the user creates a new proposal using that template.  The user will not be able to save this modal until the required detail  is completed.

If there are proposal details elected in the template the proposal was created from, then an Details navigation menu item will display on the proposal editor.  Clicking this will display proposal details and allow them to be edited.  Edits made to these fields will be reflected in the actual proposal field.

Default Expiration Date (Proposal Template Setting only)

You can set the default expiration days at the proposal template level.  You can also select whether you want the user to be able to edit the expiration date when sending the proposal.

This setting will be inherited by any proposal created from the template.  When you send the proposal, the default expiration date is automatically set to the value selected in the proposal template.

Page Design, Headers, and Footers

Here you can control the page design

• Page Size
• Default Typography - editing this changes the default text settings for every new text element created in the proposal 
• Page Numbers for PDF Output
• Overall Page Margins
• Headers and Footers
• Auto-Open (if you want a specific quote table to automatically open for editing when a user edits the proposal
• Audit Trail (if you want to include an audit trail pdf page with every completed proposal)

Proposal Variables, Language, and Payments

Here you can manage:

• Proposal Variables - If a linked account has more than one contact, you can choose which to use for the contact variables. If left blank, the contact selected for signature or the primary contact will be used.
• Proposal and Email Viewer Language - the entire proposal language is editable so you can send it in any language. This feature allows the notifications and e-mail preset content to be translated to select languages.
• Payments - You can manage payment collection settings here as needed.

Proposal Elements

Elements are how you are able to add content to the proposal.   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. 

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.

Editing Elements

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.   Click Done to leave the element edit mode.

Moving Elements

Duplicating and Deleting Elements

Proposal Sections

Proposals in GleanQuote don't have pages, they only have sections. Sections are how you're able to organize certain subjects within a proposal.  It helps your customers 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.

You can navigate to different sections in the editor using the Jump to Section drop down in the top navigation bar.  You can easily reorder sections around by clicking and holding the three horizontal line icon next to each section name in the drop down and dragging it to where you want it.  

Previewing Your Proposal/Template

You can preview your proposal or proposal template at any time by simply clicking the preview or preview PDF link on the top right.  This will show you what your proposal will look like to the recipient in both the html web page version and the PDF version.  You can also view the preview in different device screen sizes.  

Proposals, Templates and Variables

Text elements allow you to use variables to reference Accounts, Contacts, Opportunities and Proposal fields. 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 because those variables will be populated with data from the account, contact, opportunity you are creating the proposal for.