Creating
a Proposal template
Proposal documents can be created from a Synergy Project that will outline
the project details, sub projects overview, sub project budget details, and the agreed fees. This fee Proposal document can be sent to prospective clients.
Tips:
- Proposal template documents
are available when the status is set to Proposal or Active.
- Copy an existing template
to practice updating without modifying an
active template.
- Each different fee type can be setup on the one proposal template in the Fee Detail Table.
Creating
a Proposal document template
The Proposal template can be used with any Project that setup as Proposal
or Active Status. When setting up the Proposal template you can define which users
have access to the document, and the document Save Options. Locate Document
Templates topic to learn more.
Edit Bookmarks
Bookmarks added to the Proposal document template will be automatically
populated from the relevant field in the Synergy database. Within the
Available Bookmarks list you can choose to add a bookmark or add data
as a table. Locate Data Tables on Proposals topic to learn more.
To select the bookmarks and tables shown on your document template:
- Double click to open the document template.
- Select the Edit Bookmarks icon
.
- Add the relevant bookmarks.
- Add the FEE DETAIL TABLE from the list of Available
Bookmarks.
- Add the PROPOSAL_SUB_PROJECTS_TABLE from the list of Available Bookmarks.
NEW 4.9.1
- Click Next. The table setup will appear.
- Configure the FEE DETAIL TABLE and Click Next.
- Click Finish.
Fee detail
table
Add the fee detail table to display a breakdown of the sub projects details such as agreed fees and budgets. Locate Data Tables in Proposal documents topic to review advanced options when setting up a data table.
Complete the following steps
- Double click a cell.
- Select a field from the Available Bookmarks List shown
on the right.
- Select Add Selected Item.
- This will appear in the Table Cell box on the left.
- Extra text can be added by typing into the Table Cell
box. This text along with the bookmark will appear when the proposal
is created.
- Save.
Click the images above to view samples of the Proposal fee detail table.
Proposal sub projects table NEW 4.9.1
Add the 'Proposal sub projects table' and you can display a summary of the Synergy project details in your proposal document. Common details included in this table are the Phases, Sub Projects, Sub Project Manager, Sub Project Note, and Sub Project Attributes. Read the Data Tables in Proposal documents topic to find out about the advanced options when setting up a data table.
Complete the following steps
- To add content in the table double click a cell.
- Select a field from the Available Bookmarks List shown
on the right.
- Select Add Selected Item.
- This will appear in the Table Cell box on the left.
- Extra text can be added by typing into the Table Cell
box. This text along with the bookmark will appear when the proposal
is created.
- Save.
- Repeat as required.
Click the image above to see the Proposal Sub Projects table with attributes.
Click the image above to see the Proposal document output with attributes.
Tip: Add a Bookmark into the 'Group Header' row and the content of the table below will be sorted. i.e. Add 'Phase' into the Grouping header, and all the Sub Projects will be sorted into the table by the phase (just like on the Project > Sub Projects tab.)
Designing the MS Word®
document template
Update the MS Word® document template to include your company logos,
preferred text, and colour formatting. When updating the formatting
you can also amend the placement of the Synergy bookmarks to be within
other text that you have manually entered into the template, and move
the placement of the data tables. view
example proposal document
To update your document template:
- Double click to open the document template.
- Select the Open Word Template icon.
- Word will open displaying the current format of the
Proposal text, bookmarks, and any tables.
- Amend the MS Word® document to match
your Proposal format by adding headers and footers.
- Add spaces and other required text on the page.
- Move the bookmarks using Cut and paste, to place the
Synergy bookmarks into position.
- Ensure
that bookmarks don't join together i.e. [project_title][project_number]
doesn't end up like [project_title|project_number].
- Move
any added Synergy tables into position i.e. Fee
Detail table.
- Save
and Close MS Word®. (Don't choose Save as).
Want to learn more?
Looking for more help? Try reviewing the following Administration Tools topics: View Topics
Or try reviewing the following Document Templates topics: View Topics
©
2019 Total Synergy Pty Ltd
Open topic with navigation
to view a example
of a Proposal document, including a fee detail table. Locate Download a document template topic to learn more. 
.
