Once your account details are built out, it’s time to get to work building your proposal content. The best way to get started is to build out your Content Library.
Your Content Library is full of pre-made content you insert and reuse in any sales document you need. With a well-stocked library, your sales team can build proposals like someone builds a sandwich: with slices of prepared ingredients that best suit the tastes of your prospect.
We won’t go into heavy details here, but link to articles that will guide you to building some dynamite content. Here’s what this article covers:
Building Custom Fields
HEADS UP: While other items here are available to every plan, this feature is available to Team plans and above.
Proposify comes with some Variables pre-made. Variables are pieces of placeholder text that automatically populate with prospect, company, user or proposal details. This helps your team avoid any mishaps with Find and Replace. We do the finding and replacing for you.
Proposify also has a tool that enables you to create your own variables.
Custom Fields are variables that you make. Things like invoice numbers, client IDs, worksite addresses, or expected start/completion dates can be added to get your reps worrying about more important details.
First, choose where this variable will be placed: A client, client company, proposal, or user. From there, create the field. A new form field will be added in that space.
If the Content Library is a sandwich, then Templates are the bread.
Templates are the basic build of your sales document. When creating a template, you’re creating the style, design, and important sections for this type of document. From there, your sales reps create a document and tweak it to suit their customers.
You can build and locate templates from your Template Library. To create a new template, select +Template at the top of the page. You can also edit an existing
template from this menu.
If you need some inspiration, you can view and import templates from our Template Gallery. Here you’ll find a gallery of pre-built templates that you can save and change to suit what you need.
Back to our tired sandwich metaphor: If the Template is the bread, then sections are the fixin’s that you place inside. Sections are blocks of pages that can be inserted, edited, and moved around your document.
You can view the current sections in a document from the Section Menu, located on the left.
You can add or create a new section by selecting the + icon at the top of the Section Menu.
From there, you can create a new section from scratch, import a pre-made section from the Content Library, or import a PDF as a section. Sections imported from the content library will automatically adopt the formatting you’ve set in your template or proposal.
Sections come in two types: Page Flow and Static.
Page Flow sections have a large text box in the middle of the page. Once your content expands beyond the margins of this text box, a new page is automatically created. This is a great section for:
Anything that has a lot of words.
Read more about page flow sections here.
Static sections are a blank canvas that lets your creative team work without restrictions. You can add a page by selecting a + icon under the section in the Section Menu.
Static sections are great for:
About Us pages.
Any design-heavy pages.
Read more about static sections here.
Snippets are blocks of text you can save and reuse. Similar to sections, they can be added and edited where you need them. They’ll also adopt the formatting you’ve set in your template or proposal.
Once you click into a textbook, select Snippets from the menu pane. From here, select a snippet you would like to add. You can also paste highlighted text as a snippet from by selecting add snippet.
No document is complete without some images to help capture your reader’s eye. Proposify’s Image library can support JPG, PNG, and even GIF images to your design arsenal to make your document stand out.
There’s a couple of ways to add images to your document:
Copy/Paste - You can copy an image online and paste it directly in your document as a JPG. This works well if you’re not planning on using the image again.
Import to image library- You can open the Image Library, either from your editor or from the content library and drag/drop the image file from your desktop to your browser. From there, we’ll import the image into your library so you can reuse it whenever you need.
Unsplash - Proposify’s Unsplash integration gives you immediate access to thousands of free images from Unsplash.
Click here to learn more about using Unsplash in Proposify.
You can use our image editing tool to crop, recolour, or add filters to any image in your Image Library. Select an image, then select Edit Image from the menu pane.
Saving and Importing Fees
Pricing tables can be inserted into a template to set the document’s value. The value will shift when adding, removing, or editing line items in the pricing table. You can even add line items that are optional, or provide an editable quantity, to have your customer up-sell themselves and find the value that best suits them. Each change automatically calculates and updates your document’s value.
Adding Pricing Tables
You can add a pricing table by selecting Tables from the right-hand toolbar.
From the Tables menu, select Fee.
Choose the style of table and select Insert table. This will add a table to the top left of your current page.
Pricing Table Tips
Depending on your service offering, we have some recommendations for adding fees to tables:
Are your service offerings fixed? Save the table.
If your services are fixed and don’t require your team to add or remove services to suit your customer, you can leave the fee table completed in your template and create multiple templates or sections to suit your different services.
This helps your sales reps keep your pricing intact without worrying about messing around with fees.
Are your service offerings variable? Save them to the fee library.
If your services vary to suit your customers, keep a placeholder fee in your table and keep your fees in the Fee Library. That way, you can manage them in the Content Library and your reps can quickly import fees.
Click here to read more about saving and importing fees.
Proposify has a repeaters tool that helps you create consistent design elements across every page. Repeaters are elements that you add once, but are automatically duplicated on every page (save for the cover). This is perfect for elements like header and footer images, page numbers, and any other content you’d like to see on every page.