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Theme Files (Response Templates)

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.

Select the applicable tab for your edition of Responsive.

  • 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.PB - Upload Theme.png

    Enter a Theme Name in the Create Theme popup.

    PB - Create Theme Popup.png
    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.
    PB - Upload Theme File - Popup.png

    Once your file is uploaded, you can add tags and map your styles with the elements of the proposal.
    PB - Theme Options - Popup.png

    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.

  • Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

    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.PB - Upload Theme.png

    Enter a Theme Name in the Create Theme popup.

    PB - Create Theme Popup.png
    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.
    PB - Upload Theme File - Popup.png

    Once your file is uploaded, you can add tags and map your styles with the elements of the proposal.
    PB - Theme Options - Popup.png

    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.

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