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.

ClosedGetting Started
Who can use it? Where is it?

Administrator

System Administrator

 Administration tools > Document Templates

Tips:

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. 

ClosedComplete the following steps:
  1. Click New
  2. Select the template type of Proposal.
  3. Type a template name.
  4. Type the Default file name.
  5. Set the Access Level.
  6. Set the Default Save Option.
  7. Set the Default folder. This option is only available for use if the save options of Controlled or Uncontrolled are selected.
  8. Set the Default File Type (MS Word® or PDF).
  9. Type a description.
  10. Select create a new template.
  11. Click save .

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. 

ClosedTo select the bookmarks and tables shown on your document template:
  1. Double click to open the document template.
  2. Select the Edit Bookmarks icon .
  3. Add the relevant bookmarks.
  4. Add the FEE DETAIL TABLE from the list of Available Bookmarks.
  5. Add the PROPOSAL_SUB_PROJECTS_TABLE from the list of Available Bookmarks. NEW 4.9.1
  6. Click Next.  The table setup will appear.
  7. Configure the FEE DETAIL TABLE and Click Next.
  8. 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.

ClosedComplete the following steps
  1. Double click a cell.
  2. Select a field from the Available Bookmarks List shown on the right.
  3. Select Add Selected Item.
  4. This will appear in the Table Cell box on the left.
  5. 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.
  6. Save.

Click the images above to view samples of the Proposal fee detail table.

Tip: Select the Download icon to view a example of a Proposal document, including a fee detail table. Locate Download a document template topic to learn more.  

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.

ClosedComplete the following steps
  1. To add content in the table double click a cell.
  2. Select a field from the Available Bookmarks List shown on the right.
  3. Select Add Selected Item.
  4. This will appear in the Table Cell box on the left.
  5. 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.
  6. Save.
  7. 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

ClosedTo update your document template:
  1. Double click to open the document template.
  2. Select the Open Word Template icon.
  3. Word will open displaying the current format of the Proposal text, bookmarks, and any tables.
  4. Amend the MS Word® document to match your Proposal format by adding headers and footers.
  5. Add spaces and other required text on the page.
  6. Move the bookmarks using Cut and paste, to place the Synergy bookmarks into position.
  7. Ensure that bookmarks don't join together i.e. [project_title][project_number] doesn't end up like [project_title|project_number].
  8. Move any added Synergy tables into position i.e. Fee Detail table. 
  9. 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: Concept Link IconView Topics

Or try reviewing the following Document Templates topics: Concept Link IconView Topics

 

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