How to Create a Proposal in Proposaly – Proposaly Help Center

Introduction

What this article covers:

In this article, we’ll guide you through the process of creating a proposal in Proposaly, from using the "Create Proposal" button to selecting templates or starting from scratch.

Who this is for:

This guide is intended for users who need to generate proposals quickly and efficiently, including sales teams, freelancers, and business professionals.

Why it’s useful:

Creating proposals efficiently ensures professionalism, saves time, and helps maintain consistency across documents, especially when using templates.

Step-by-Step Instructions

Step 1: Click on the "Create Proposal" Button

Log in to your Proposaly account.
Navigate to the relevant Proposal workspace.
Click on the “+ Create Proposal” button (found in the top-left corner of the proposal board).

Step 2: Enter Required Details

After clicking "Create Proposal," a pop-up window will appear requesting key details:

Proposal Title: Enter a clear and relevant name for your proposal (up to 100 characters).
Template Selection (Optional): Choose whether to create a proposal from a template, start from scratch or build with AI.

Step 3: Choose a Template or Start from Scratch

You can now decide how to format your proposal:

Option 1: Use a Template

Click on the “Create from Template” dropdown.
Search or select a template from the available options.
Choose between Templates (predefined templates) or All Proposals (previously created proposals).
Select a template such as “Master Proposal” or any custom template you’ve created.
The template will automatically load, allowing you to customize it as needed.

Option 2: Start from Scratch

Skip the template selection and proceed with a blank card.
Add your own sections, images, and text using the editor.

Step 4: Customize Your Proposal

Edit the content to match your specific needs.
Add branding elements like logos, colors, and signatures.
Use the formatting tools to structure your document professionally.

See how AI can help you customize proposals.

Step 5: Save & Proceed

Click Create to finalize your new proposal.
Once created, you can edit, preview, and send it to recipients as needed.

FAQs

Q1: Can I edit a template after selecting it?

A:1 Yes, all templates are fully editable once loaded into the editor.

Q2: How do I set a proposal as a template for future use?

A:2 Save any proposal as a template by selecting “Save as Template” in the options menu.

Additional Resources

Conclusion

By following these steps, you can quickly create professional proposals using Proposaly. Whether using templates or starting from scratch, this process ensures efficiency and consistency. If you need further assistance, visit our Help Center or contact support.