Create a Proposal Document

Create a MS Word® document that outlines the project details, sub project agreed fees and budget information. Proposal documents can be created from within a Project when it is at Proposal or Active status.

Getting Started

Setup required before use	Where Is It?
Proposal document template	Project > Documents Menu > Create proposal

Create a proposal document

Create a proposal document to send a summary of the project details to the prospective client. In the proposal template you can select what project overview details are shown, along with the sub project fee breakdown, and the budget breakdown details. A proposal document can be created when the Project or Sub Project(s) are at Proposal or Active status.

Create a fee proposal document in the project by:

1. Open the project.
2. Go to the Documents Menu > Create Proposal document.
3. Select a document template from the list to use to create the Proposal document.
4. Select which file Save Options to use:
   1. Save Location - Choose if the document will be opened, or saved to the project folder defined on the template.
   2. File Name - Enter the file name when you are saving the document to the project folder.
   3. Folder - Choose which project folder the document will be saved within.
   4. File Type - Choose if a Word or PDF file will be created.
5. Click Next.

Click the image above to see the document template list and save options.

6. Select which project contact that the document will be addressed to. The address fields default the project primary contact.
   1. TO - Select which company name the document will be addressed TO.
   2. Address Of - Select if which contact address to send the proposal letter to. If an different contact to the TO field is selected, then the address will show to be C/-<Different Contact Chosen>.
   3. Attention To - Which personnel will be shown in the attention to bookmarks in the template.
   4. Dear - Which personnel will be shown in the Dear bookmarks placed within the proposal letter.
7. Click Next.

Click the image above to view the address Contact and Personnel selection.

8. Select which Sub Projects will be included on the Proposal. Use the 'All Sub Projects' button to mark all the sub projects to be included automatically.
9. Select which Sub Project Budget details will be shown on the Proposal. Use the 'All Budgets' to include all the Sub projects budgets listed.
10. Click Finish.

Click the image above to see Sub Projects and Budgets selected for display on the Proposal document.

11. The created proposal document will open in MS Word® or PDF editor, dependant on the file type selected in the wizard.
12. Save the proposal document into Project directory.

Want to learn more?

Looking for more help? Try reviewing the following Projects topics: View Topics

Or try reviewing the following Documents topics: View Topics

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