Overview

Contact support@responsive.io to access this feature or request enablement.

Proposals are used across various sectors to achieve their goals and objectives and can vary widely depending on the industry, purpose, and context. Proposal Builder allows you to create tailored sales proposal documents using Proposal templates. These are typically submitted to the decision-maker for review and consideration, and typically involve revisions or further discussion before final approval.

Features include:

• Ability to store and reuse Content from the library
• Tailored Proposal templates that save time on document assembly
• Proposal creation and customization
• Compatible with Microsoft Office Suite
• Password-protected documents
• Ability to share with external recipients
• Shared recipient document portal
• Documents are securely stored in the cloud, making it easy to access and retrieve them when needed

Permissions

• You must have the Create Proposal permission to build a proposal.
• You must have the the Edit Proposal Custom Fields permission to edit merge tags.
  Note: If you don’t have the proper permissions the merge tag fields will be disabled when creating a proposal.

See Proposal Builder Roles and Permissions to learn more about the user roles and permissions.

Prerequisites

You need the following before you can create proposals or documents using Proposal Builder:

• Section templates: Section templates are the foundation of your Proposal Builder content and are pre-written sections and content that can be reused in proposals. You don't need to create these templates prior to start building proposals. See Working with Section Templates for more information.
• Theme files: Theme files (Response templates) are Words document equipped with predefined styles that allow you to seamlessly integrate your corporate branding into your proposals. You can include images, boilerplate text, branding colors, accents, define table layouts, lists, table of contents, and more to customize the proposal and give it a personalized look and feel. See Working with Theme Files for more information.

Building proposals

1. Click Proposal Builder from the nine-dot menu to launch the builder, then click Proposals (the default) from the left navigation menu if needed.
2. Click Create Proposal and select Start From Scratch or Choose Standard Template.
   Note: If this is the first time you've launched Proposal Builder select Create your document from Scratch or Create using Standard Template.

See Building proposals for more information.

Recipient view

When a proposal is shared with a customer they receive two emails, an invite and a one-time passcode. Clicking the link in the email grants access to the portal containing the proposal.

• An option to jump to sections quickly is available in the left hand navigation.
• An option to download and share the proposal is available if they have permission to do so.
  Note: Make sure to consider any security requirements your company may have when deciding the level of access recipients should have.

Click through the following video for a quick overview: