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To create a new proposal template, click the plus sign in The Proposal column and title your template. You can add various elements from the menu, including standard text, images, and questions, as well as special features like HTML blocks, file uploaders, project tracking, and packages. Building a proposal involves two layers: design (how it looks) and function (the interactive components). The design includes images, text, and columns, while the functional aspects involve package elements and form fields. A package element links a specific package to a selection button in your proposal. You can create or choose from existing package templates in your account. By default, the package name and amount will appear above the selection button.
