Business proposal templates let you automate the creation of professional proposals in half the time. http://www.quoteroller.com/ walks you through the steps of how to create a proposal template that you can reuse and quickly customize per client. By Jennifer Riggins

1. How to create a Business
Proposal Template
How to build, optimize and reuse business proposal templates

2. Business Proposal Templates allow you
to save loads of time reusing the parts
or whole templates that you know
work.
All you have to do is to update your
proposal template to reflect your
client’s needs.

3. Quote Roller’s Template Library
We have more than 35 industrystandard, sector-specific, free business
proposals to kickstart your creation.

4. Quote Roller’s users spend about 15 minutes
creating each business proposal — that’s two
hours saved per proposal!

5. Use one of our templates
Review the different templates.
Click Use this Template to customize it to your business or
Add to My Templates to use again and again.

6. Or reuse your own template
Go to Templates > My Templates.
Select one of your own
templates.
Edit Content:
To update
your template
Copy as New:
Change Design:
Great to reuse
To change look
& feel of
template/proposal
template, edit for
now, but not forever
Tip: There’s really no need to Delete Template as templates are limitless.

7. Quote Roller users see a 28% increase
in proposals being accepted!
Almost half - an amazing 49% - of
all proposals sent via Quote Roller are
Accepted!

8. What are Sections?
Your proposal also has Sections,
which are like pages of a business
proposal.
To start building your template,
click Add a Section, then name &
save it. Next you will add Content
Blocks to build the Section.
In Quote Roller, you not only know
when your clients open, comment
on or sign your proposal, you also
know how long they are looking at
each section.

9. Types of Content Blocks
Sections are made up of Content Blocks
Text (can include images under
600 pixels wide)
Customizable HTML Code: Web
Video: Web only
Page Break: PDF only
Image Gallery: Web only
Pricing Table
only
PayPal: Web only (only enter
numbers, set currency)

10. How to add Tokens to your Text Blocks
Tokens are the contact names and other info that are already in Quote Roller or
came through via your CRM Integration, which automatically fill in your template.
Click the
button
in your Proposal
Editor to open your
Token options.
Tokens are grouped
by Sender, Client,
Pricing, & Proposal.
Click where you
want to add token,
then hit
and
select the token.

11. When you add content of
any kind, you will see a
button that is for just
that — to add content that
will only be viewed if you
enable the client to view
your proposal as a PDF.
Of course, in a PDF, you
can view regular photos
and hyperlinks, but you
cannot view anything
multimedia or interactive,
like Videos, HTML, and
Photo Galleries.
This is why you need to
add PDF only content.
For a video, this might be
a brief description and
the YouTube link.
Add PDF-only Content

12. How to Use Content Library
Save Blocks to Content Library & reuse in any proposal
How to Add to your
Content Library
When adding any Content
Block, you may hit Add
to Library.
Now if you click on
Content Library, your
content blocks, organized
by type, will pop up.
Tip: Content Library is only available with Professional, Enterprise & Team Quote Roller plans.

13. How to Change Template Design
How to change the Look & Feel of both web-based & PDF proposals
When you choose your
template from My Templates,
click Change Design
You have two web-based
design choices: Classic and
Modern Views
You can also customize the
look and branding of your
PDF proposals

14. Change Web Design to Classic View
can change background color
table of contents on right
one Accept Proposal button, plus smaller buttons at top
can add Quote Roller logo with your referral link

15. Change Web Design to Modern View
table of contents on left
two more prominent Accept Proposal buttons
more prominent Discuss button
cannot add Referral Link and Quote Roller logo

16. Change PDF Design
Allows you to change color
themes
PDF Page Backgrounds: Lets
you create customized cover
pages & inner pages on PDF
version.
800 pixels wide x 1130 pixels
tall.
You can add your logo to
each page.

17. Go to QuoteRoller.com to start
saving time & money creating
persuasive business proposals today!