Better Proposals

Rob Lucas

Kevin Marcelo

Using the Editor

Editing the font color in proposals or templates

Changing the colour of the text in proposals

The best way to include any document, PDF or file in your proposal

Embedding/Attaching Documents, PDF's or Files into your Proposals

Editing HTML in Better Proposals with ease

Accessing the HTML editor

Editing your first text block and styling your content

How to use the text editor

Editing text

Moving, deleting and editing your content

Moving, deleting and recovering content in proposals

How to manipulate the section setup of your proposals

Adding, renaming, moving and deleting sections

Pages

Trying to upload an image and getting an error

Images not uploading

Inserting two images next to each other in proposals

Formatting images to sit side by side

Two ways to add images into your proposals

Inserting images

Adding videos to your proposals using YouTube, Vimeo, Loom or Wistia

Inserting Videos

Inserting images and videos

Using images and videos as backgrounds to make your content blocks stand out

Adding background images/videos to your content blocks

A quick and easy way to change the background colour of one content block and apply it to all other feature blocks of the same color

Updating multiple content blocks with the same background colour

Using Content blocks to bring your proposals to life

Everything you can do with Content Blocks

Trims add that extra bit of flair between your blocks to give it that styled look.

Adding Trims to your content blocks

Using the different format options available to you to make your content stand out

Structuring your content and layout inside content blocks

Tables are a great way to organize and present information in your content blocks. Here’s a step-by-step guide to help you add and customize tables:

Adding Tables in Your Content Blocks

Content Blocks

Display your pricing or quote in a simple to understand table

Pricing table basics

Adding flexible discounts to your pricing

Applying discounts

Separate your pricing into individual pricing blocks

Adding multiple pricing table blocks

Exploring the different aspects of Pricing tables within Better Proposals

Using Pricing Tables

Give clients the choice to choose between packages or add in extras to a pricing table

Selling Packages and Optional Items

Using quantities in your pricing table and allowing your customers to choose the quantity

Using quantities

Adding a splash of design to your pricing tables

Changing the design of your pricing table

Pricing Tables

YouTube: Using Better Proposals

Youtube: Proposal Breakdown Episodes

Proposal University

Find answers and get help from Intercom Support and Community Experts

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