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To create a new proposal template, click the plus sign in The Proposal column and give your template a client-visible title. Add elements from the menu, including standard text, images, and questions. The proposal menu offers special features like HTML blocks, file uploaders, project tracking, and package elements. Constructing a proposal involves two layers: design (appearance with images, text, and columns) and functionality (package elements and form fields). A package element links a specific package to a selection button on the template. You can create new package templates or select from existing ones in your account. By default, the package's name and amount will be displayed above the selection button.
