Create a Proposal Template

To begin using InfoHub’s proposal features, you must start by creating a proposal template.

Proposal templates are found in Settings

1. Select the gear icon  from the Utility Menu in the Navigation Bar.
2. Select Tools & Settings.
3. On the configurations page, select Proposal Manager from the Client Tools.

4. In the Proposal Manager, you will see a list of proposal templates. If you have not created any yet, this page will be empty.

5. Select Add Proposal from the upper right corner of the screen to open the Proposal Template Editor popup window.

6. Enter a Proposal Template Name. We recommend also completing the Description, and Sections 1-4.

Tip: The sections of the Proposal Template Editor act as individual blocks of text in your final document. See image below as a reference or download a Sample Proposal Template.

7. When you are satisfied with your template, select Save to make it available for creating proposals. 

Now that you have a template, you can apply it to a proposal for your customers. Our next guide shows how: Creating a proposal from an existing template.