This month's Tips and Tricks webinar series focused on Customizing Proposals! If you did not have a chance to join us for this session. Here is a recap of what you missed!
When it comes to your proposal template, there are many things you can customize to fit your style. In this article, you will learn:
When it comes to editing your proposal (text and photos), the easiest way to learn what you can edit is by scrolling over the template itself. If it outlines in red, you can edit it.
Each proposal template will always load with placeholder images. You will update these images before you send them to your client.
Want to send your client the Contract Terms and Summary only? Perhaps you don't want to show the 'Breakdown' page. Hiding proposal pages allows you to customize them to fit your needs.
You can save your desired proposal settings, create proposal setting defaults, and create proposal templates in one easy location on your events 'Proposal' page.
Using the proposal settings section, you can adjust the settings for the event proposal you are currently working on.
You now have the option to set your own proposal defaults! Fill in the font style, theme, and company info you would like to appear by default each time you come to an event's 'Proposal' page.
To save your settings as a default, follow these steps:
Details users will now have the option to save 'Proposal Templates' just as you can with the 'Worksheet' and the 'Event terms' pages. Proposal templates will allow you to completely duplicate a proposal except for event-specific information. Items saved include the following:
To save a 'Proposal Template', follow these steps:
To load a saved template, click the 'Menu' button in the upper right-hand corner of your 'Proposal Settings' section and select 'Load Template from the available options.
We briefly talked about image sizes for Proposals. If you are interested in learning more about image sizing for your Details Proposals, check out this Support Article here!
If you missed this week's class or want to rewatch it, we have included the full video below!
Email all of your questions and comments to our Support Team at email@example.com.
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