Overview
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.
Uploading Theme Files
To upload a new theme file, follow the steps mentioned below.
You can upload a new theme file by clicking Upload on Step 2 while creating a Proposal Template.
Enter a Theme Name in the Create Theme popup.
Note: The Project Type is set to Proposal by default and cannot be modified.
Next, click Upload File. You can then drag the files into the popup to upload it.
Once your file is uploaded, you can 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
Click Save to save the theme file.
Note: If multiple theme files are added to the proposal template, they will be presented as choices for the proposal author to select from.
To learn more on how to create a theme file, refer to Working with Theme Files.