Overview

Theme files (Response templates) are essentially Word documents equipped with predefined styles that allow you to seamlessly integrate your corporate branding into your proposals.

• They determine the style, formatting, and layout of the documents to which they are applied.
• You can upload a new theme file or choose from the existing list.
• You can include images, boilerplate text, branding colors, accents, define table layouts, lists, table of contents, and much more to customize the proposal and give it a personalized look and feel.

See Working with Response templates for more information.

Adding Theme files (Response templates) to Proposal templates

1. Upload a new theme file or choose from the existing list. You can:
   Note: You can skip choosing themes and proceed to the next step by selecting I’ll do this later. If skipped, the preview uses Responsive's default theme.
   
   1. Search the library.
   2. View and Sorting options for the library.
   3. Add a new theme to the library.
   4. List of themes in the library.
      • Add: Click to add the theme to the proposal.
      • Added: Indicates that the theme has been added to the proposal.
   5. List of themes that have been added to the proposal.
      • Set as Default: Indicates the theme that is currently the default for the proposal. 
      • Preview: Displays a preview of theme.
      • Remove: Remove the theme from the proposal.
   6. Open the library in a new browser tab.
2. Click Next.

Uploading new Theme files

1. Click Add New Theme.
2. Complete the theme details:
   • Enter a Theme Name.
     Note: The Project Type is set to Proposal by default and cannot be modified. 
   • Click Upload File and upload your file.
   • Add tags and map your styles with the elements of the proposal. Style selections include:
   • Section Style: Level 1 = Section; Level 2 = Subsection; Level 3 = Sub-subsection (sub-subsections can be created manually)
   • Question Style: Level 1 = Question; Level 2 = Sub-question; Level 3 = Sub-sub-question (sub-sub-questions can be created manually)
   • Answer Style: Applies to all answers
     • Font: Choose Application Font or select Use Template Font to apply the responses to a template style you have defined.
     • Response Prefix: Adds text that appears before each response (optional)
     • Indent: Choose if you want to retain or disregard indentation of responses (optional)
   • Table Style: Applies to the tables
   • Catalog Header Style: Applies to the catalog headers
3. Click Save.
   Note: If multiple theme files are added to the proposal template, they will be presented as choices for the proposal author to select from.