How can I create my own proposal templates for subsequent use?

Select "Templates" from the menu on the left and choose a suitable base. To get a preview, please click on the desired template.

Then click on "Create quote from template" in the preview. If you are still in the overview, then click on the options (three dots) next to the template title and then select the "+Create proposal from template" option.

Now select "Edit" to enter the edit mode and edit the proposal or template.

Now edit the template according to your needs. You can also add more content blocks or chapters to the template if you want to include more information. Clicking on the plus sign (+) opens a menu with various options.

• Section heading

  ---

  "Section Heading" allows you to divide the chapter into smaller sections and give them a heading.
• Text

  ---

  "Text" allows you to create a text block and enter continuous text in it.
• Blockquote

  ---

  "Blockquote" allows you to include a quote in your chapter.
• Feature card

  ---

  "Feature Card" allows you to highlight specific features of your quote.
• Timeline

  ---

  "Timeline" allows you to display a specific timeline chronologically.
• Enumeration

  ---

  "Enumeration" allows you to add an enumeration to your chapter, as the name suggests.
• Image

  ---

  Add a custom image to your chapter.
• Image Banner

  ---

  "Image Banner" allows you to upload a custom image and add some more text on the image banner.
• Video

  ---

  With "Video" you can embed a video which is either stored on Youtube, Vimeo or on your own web server. When using a video from your own server, we recommend using the mp4 video format, as this is supported by all modern browsers.
• Column

  ---

  If you want to place multiple content side by side, then "Column" is the right choice.
• Panel

  ---

  "Panel" allows you to create a chapter within a chapter.
• Separator

  ---

  Insert a bar as a separator line to visually separate content from each other.
• Page Break (PDF)

  ---

  If you want to send your customer a pdf file with your offer, then it can make sense to include a manual page break.
• Price table

  ---

  Add a "price table" whose items will be totaled automatically. To create an item within the price table, click on the plus sign (+). Next, you will be shown the configuration options for the item. Thus, you can make an item selectable by the customer, display a multiple item (price x number), or assign a period (per month, per year, etc.) to the item. The total amount will be displayed automatically.

When you have finished editing and want to exit the editing mode, click on "Exit editing mode" at the very bottom and select "Save changes".

Within the tab "Design" you can define the color scheme, an offer cover as well as the page style of your offer. Basically, you can choose from 8 color schemes, 3 cover styles and 9 page styles. Coposal additionally offers you the possibility to upload your own color schemes as well as your own background image. If you want to use your own font, please contact our support.

To save the offer as a future template, select "Save as template" under Actions and assign a category (offer template, chapter, content block) and a name for the template.

Select the "Proposal" item in the left menu and then click the "Add proposal" button.

Now enter a title and then click the "Add proposal" button.

Select "Edit" to enter the editing mode.

Now add a chapter and then fill it with your desired content.

Now edit the template according to your needs. You can also add more content blocks or chapters to the template if you want to include more information. Clicking on the plus sign (+) opens a menu with various options.

• Section heading

  ---

  "Section Heading" allows you to divide the chapter into smaller sections and give them a heading.
• Text

  ---

  "Text" allows you to create a text block and enter continuous text in it.
• Blockquote

  ---

  "Blockquote" allows you to include a quote in your chapter.
• Feature card

  ---

  "Feature Card" allows you to highlight specific features of your quote.
• Timeline

  ---

  "Timeline" allows you to display a specific timeline chronologically.
• Enumeration

  ---

  "Enumeration" allows you to add an enumeration to your chapter, as the name suggests.
• Image

  ---

  Add a custom image to your chapter.
• Image Banner

  ---

  "Image Banner" allows you to upload a custom image and add some more text on the image banner.
• Video

  ---

  With "Video" you can embed a video which is either stored on Youtube, Vimeo or on your own web server. When using a video from your own server, we recommend using the mp4 video format, as this is supported by all modern browsers.
• Column

  ---

  If you want to place multiple content side by side, then "Column" is the right choice.
• Panel

  ---

  "Panel" allows you to create a chapter within a chapter.
• Separator

  ---

  Insert a bar as a separator line to visually separate content from each other.
• Page Break (PDF)

  ---

  If you want to send your customer a pdf file with your offer, then it can make sense to include a manual page break.
• Price table

  ---

  Add a "price table" whose items will be totaled automatically. To create an item within the price table, click on the plus sign (+). Next, you will be shown the configuration options for the item. Thus, you can make an item selectable by the customer, display a multiple item (price x number), or assign a period (per month, per year, etc.) to the item. The total amount will be displayed automatically.

When you are done and have tinkered your template, then exit the editing mode via the "Exit editing mode" button. Then select "Save changes".

Within the tab "Design" you can define the color scheme, an offer cover as well as the page style of your offer. Basically, you can choose from 8 color schemes, 3 cover styles and 9 page styles. Coposal additionally offers you the possibility to upload your own color schemes as well as your own background image. If you want to use your own font, please contact our support.

To save the offer as a future template, select "Save as template" under Actions and assign a category (offer template, chapter, content block) and a name for the template.