Proposal Template

URL: Proposal Template Setup

In creating a proposal template with Figsflow, you start with the Cover Page section, defining the title and a brief description and uploading a cover image and logo for the proposal’s visual presentation. The Proposal Body section includes textual content via a textbox, images for visual support, and client testimonials, each starting on a new page for clarity. The Proposal Footer section is crucial for adding your company’s name, description or tagline, contact details, and address, ensuring easy client communication. Lastly, in the Theme section, you set your brand colours and font family for headings, sub-headings, and general text, maintaining a consistent and professional appearance throughout the proposal document.

Cover Page Section

The Cover Page section is the first step in drafting a proposal template. This section includes four key fields:

1. Title:
   • Description: Enter the title of the proposal. This title will be prominently displayed on the cover page of the generated proposal document, setting the tone and context for the content that follows.
2. Description:
   • Description: Provide a short description of the proposal. This summary will appear on the cover page, giving a brief overview of the proposal’s purpose and contents.
3. Cover Image Upload Field:
   • Description: Upload a cover image for the proposal. This image will be featured on the cover page of the generated document, enhancing its visual appeal and making it more engaging for the recipient.
4. Logo Field:
   • Description: Upload your company’s logo. The logo will be displayed on the cover page of the generated proposal document, reinforcing your brand identity and adding a professional touch to the document.

By filling out these fields, you ensure that the cover page of your proposal is informative, visually appealing, and aligned with your branding.

Proposal Body Section

The Proposal Body section is the second step in drafting a proposal template. The details configured in this section will be represented in the body of the proposal document. There are three main components you can set up in the proposal body:

1. Textbox:
   • Description: Add any textual content that you wish to include in the proposal. This text will be presented clearly and professionally in the proposal document, allowing you to convey detailed information, explanations, and arguments.
2. Image:
   • Description: Upload any images that need to be included in the proposal. These images will be presented in the body of the proposal document, enhancing the visual appeal and providing visual context to support the textual content.
3. Testimonial:
   • Description: Add any client testimonials or reviews that you wish to include in the proposal. Testimonials provide social proof and can help build credibility and trust with the recipient of the proposal.
   • Description: Add client testimonials to the proposal. Each testimonial includes the following fields:
     • Affiliated Company: Enter the name of the company from which the testimonial is made.
     • Testimonial By: Enter the name of the person giving the testimonial.
     • Description: Provide the testimonial text. The proposal will present this content to showcase positive feedback and build credibility.

Additionally, users can add one or more components to create a comprehensive proposal view. All components have a Title input box field, which is not reflected in the proposal itself but is used to organise and label the components list during the template creation process. Each component’s content starts on a new page in the generated proposal. For example, adding three components—Image, Testimonial, and Textbox—will begin on a new page, ensuring a clear and organised layout.

By configuring these components, you ensure that the body of your proposal is informative, visually appealing, and well-structured.

Proposal Footer Section

The Proposal Footer section is the third step in drafting a proposal template. This section includes various textbox fields that allow you to set up the information to be displayed in the footer of the generated proposal document. The footer is essential for conveying your firm’s contact details and ensuring clients can easily reach out to you. The fields in this section are:

1. Company Name:
   • Description: Enter your company’s name. This will be displayed in the footer of the proposal, ensuring that your firm’s identity is clearly presented on every page.
2. Description:
   • Description: Provide a short description of your company or any additional information you’d like to include in the footer. This could be a tagline, a brief company overview, or any other relevant information.
3. Contact Details:
   • Description: Enter the contact details for your company. This should include phone numbers, email addresses, or any other relevant contact information that clients can use to get in touch with you.
4. Address Details:
   • Description: Provide your company’s address. This will be displayed in the footer to give clients a physical location for your firm, which can be especially important for establishing trust and legitimacy.

By configuring these fields, you ensure that the footer of your proposal is informative and professional, providing clients with all the necessary details to contact your firm. This enhances the overall presentation and accessibility of your proposal documents.

Additional Settings Section: In the Additional Settings section for Proposal templates, you have two components:

• Theme Setting: Customise the visual appearance of your Proposal template by setting your brand colours and font family for headings, sub-headings, and general text. This ensures consistency and a professional look throughout the document, aligning with your company’s branding.
• Email Setting: Configure email notifications related to the Proposal template:
  • Live Section: When the Proposal is sent to the client for review and signature, an email notification is triggered. Choose from dropdowns for Staff Email and Client Email, selecting from the list of email templates created.

  Point of Contact Email is triggered when the POC is different from the entity signatories.

  • Signature Success Section: Once the client signs the LOE, another email notification is triggered. Again, choose from dropdowns for Staff Email and Client Email, selecting the appropriate email template for each notification.

These email templates are set up separately in the Email Template setup module, where you define the content of each email notification. The Email Setting section in the Proposal template setup selects which template to use for automatic email notifications.

Instructions

• Go to the Proposal Tab of Templates Setup
• Click on the “Add New Template” button.
• Enter all the required details in the Cover Page Section and click on the Next button.
• Select required components and enter details in the Proposal Body Section.
• If required, arrange the added components using drag and drop feature to structure the proposal. And click on the Next button.
• Enter all the required details in the Proposal Footer Section and click on the Next button.

Select the required theme and font family in Theme Setting, Select the required email templates in Email Setting, and click on the Save button.