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you can create a new proposal template by clicking the plus sign in The Proposal column give your template a title thats okay for the client to see and then start adding elements from the menu in addition to the standard text images and questions the menu on a proposal includes special elements for HTML blocks file uploaders project tracking and most importantly packages building a proposal is a little different from building one of the other form types because there are two layers involved design and function the design is of course how the proposal looks with images text and columns but the functional pieces are the package elements and form fields a package element connects a specific package to a select button on your proposal template you can create a new package template here or choose from one of the package templates youve already set up in your account from within the element itself or in the side panel by default the name and amount of the package will appear above the sele
