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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 code blocks file uploaders project tracking and 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 the functional pieces are the package elements and form Fields a package element can 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 by default smart Fields will pull in the name and amount from the package template if needed you can add to or edit this text within the text
