Overview
Proposal Builder allows Responsive customers to create sales proposal documents using proposal templates. They are typically submitted to the decision-maker for review and consideration and typically they involve revisions or further discussion before final approval. Check out the feature list below:
- Users can store and reuse Content from the library
- Tailored Proposal templates that save time on document assembly
- Proposal creation and customization
- Compatible with Microsoft Office Suite
- Password-protected documents
- Ability to share with external recipients
- Shared Recipient Document Portal
- Documents are securely stored in the cloud, making it easy to access and retrieve them when needed
Prerequisites
To create impressive proposals or documents using Proposal Builder, you need to meet the following two prerequisites:
Section Templates
Section templates are the foundation of content in Proposal Builder. Section templates are pre-written sections and content that can be reused in proposals. You do not need to create these templates prior to start building proposals. To create a section template, refer to Working with Section Templates.
Theme Files
A Theme file (Response Template) is essentially a Word document equipped with predefined styles. They allow you to seamlessly integrate your corporate branding into your proposals. You have the flexibility to 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. To create a theme file, refer to Working with Theme Files.
Proposal Builder Overview
Who would use Proposal Builder?
The use of proposals can vary widely depending on the industry, purpose, and context. Proposals serve as formal documents that communicate ideas, solutions, offers, Sales, Business, or requests. The user can tailor the document based on their needs. They are used across various sectors to achieve their goals and objectives.
Accessing Proposal Builder
Click Proposal Builder from the nine-dot menu to launch the builder.
The following pop-up is displayed the first time you launch Proposal Builder.
The following pop-up is displayed the first time you launch Proposal Builder and switch to the Templates tab.