avatar

Help Center

avatar

Help Center

avatar

Help Center

articles_template__collectionGetting started
articles_template__collectionContent management
articles_template__collectionAdministration
articles_template__collectionReporting
articles_template__collectionGuided Projects
articles_template__collectionResponse Projects
articles_template__collectionLookUp
articles_template__collectionTrust Center
articles_template__collectionProposal Builder
Getting started with Proposal Builder
Proposal analytics and activity logs
Creating and managing proposal templates
Generating proposals with Proposal Builder
Proposal Builder integrations
articles_template__collectionRequirements Analysis
articles_template__collectionRequest Projects
articles_template__collectionPlatform add-ons
articles_template__collectionIntegrations
articles_template__collectionBest practices
articles_template__collectionResponsive Academy
/
/
articles_template__collection

Proposal Builder

Learn how to create polished, professional proposals with ease. This section guides you through building, customizing, and collaborating on proposals using Responsive’s intuitive tools helping you deliver accurate, consistent content every time.

Getting started with Proposal Builder

Proposal Builder roles and permissionsProposal templates overviewProposals overviewUsing Proposal Builder discussionsProposal Builder overview

Proposal analytics and activity logs

Viewing proposal activity logsViewing proposal analytics

Creating and managing proposal templates

Adding sections to Proposal templatesCreating Proposal templatesWorking with catalogsAdding Theme files (Response templates) to Proposal templates

Generating proposals with Proposal Builder

Proposal Builder review process overviewAssigning section reviewers in Proposal BuilderAssigning proposal reviewers in Proposal BuilderDownloading and sharing proposalsEditing Proposals and Adding AttachmentsBuilding proposals

Proposal Builder integrations

Setting up and using Proposal Builder on Salesforce (Lightning)Configuring Custom Object Types for Salesforce for Proposal BuilderSetting up and using Proposal Builder on Salesforce (Classic)Mapping Salesforce Custom Fields with Proposal Builder
avatar

Help Center

avatar

Help Center