how to create a business proposal template
DESCRIPTION
Business proposal templates let you automate the creation of professional proposals in half the time. http://www.quoteroller.com/ walks you through the steps of how to create a proposal template that you can reuse and quickly customize per client. By Jennifer RigginsTRANSCRIPT
How to create a Business Proposal Template
How to build, optimize and reuse business proposal templates
Business Proposal Templates allow you to save loads of time reusing the parts
or whole templates that you know work.
All you have to do is to update your proposal template to reflect your
client’s needs.
Quote Roller’s Template Library
We have more than 35 industry-standard, sector-specific, free business proposals to kickstart your creation.
Quote Roller’s users spend about 15 minutes creating each business proposal — that’s two
hours saved per proposal!
Use one of our templates
Review the different templates. Click Use this Template to customize it to your business or Add to My Templates to use again and again.
Or reuse your own templateGo to Templates > My Templates.
Select one of your own templates.
Edit Content:
To update your template
Copy as New:
Great to reuse template, edit for now, but not forever
Change Design:
To change look & feel of template/proposal
Tip: There’s really no need to Delete Template as templates are limitless.
Quote Roller users see a 28% increase in proposals being accepted!
Almost half - an amazing 49% - of all proposals sent via Quote Roller are
Accepted!
What are Sections?Your proposal also has Sections, which are like pages of a business proposal.
To start building your template, click Add a Section, then name & save it. Next you will add Content Blocks to build the Section.
In Quote Roller, you not only know when your clients open, comment on or sign your proposal, you also know how long they are looking at each section.
Types of Content Blocks Sections are made up of Content Blocks
Text (can include images under 600 pixels wide)
Video: Web only
Image Gallery: Web only
Pricing Table
Customizable HTML Code: Web only
Page Break: PDF only
PayPal: Web only (only enter numbers, set currency)
How to add Tokens to your Text Blocks Tokens are the contact names and other info that are already in Quote Roller or came through via your CRM Integration, which automatically fill in your template.
Click the button in your Proposal Editor to open your Token options.
Tokens are grouped by Sender, Client, Pricing, & Proposal.
Click where you want to add token, then hit and select the token.
When you add content of any kind, you will see a
button that is for just that — to add content that will only be viewed if you enable the client to view your proposal as a PDF. Of course, in a PDF, you can view regular photos and hyperlinks, but you cannot view anything multimedia or interactive, like Videos, HTML, and Photo Galleries.
This is why you need to add PDF only content. For a video, this might be a brief description and the YouTube link.
Add PDF-only Content
How to Use Content Library Save Blocks to Content Library & reuse in any proposal
How to Add to your Content Library
When adding any Content Block, you may hit Add to Library.
Now if you click on Content Library, your content blocks, organized by type, will pop up.
Tip: Content Library is only available with Professional, Enterprise & Team Quote Roller plans.
How to Change Template Design How to change the Look & Feel of both web-based & PDF proposals
When you choose your template from My Templates, click Change Design
You have two web-based design choices: Classic and Modern Views
You can also customize the look and branding of your PDF proposals
can change background color
table of contents on right
one Accept Proposal button, plus smaller buttons at top
can add Quote Roller logo with your referral link
Change Web Design to Classic View
Change Web Design to Modern View
table of contents on left
two more prominent Accept Proposal buttons
more prominent Discuss button
cannot add Referral Link and Quote Roller logo
Change PDF DesignAllows you to change color themes
PDF Page Backgrounds: Lets you create customized cover pages & inner pages on PDF version. 800 pixels wide x 1130 pixels tall.
You can add your logo to each page.
Go to QuoteRoller.com to start saving time & money creating
persuasive business proposals today!