Sections

Add, reorder and turn off sections, pick which copy each prints in, and fill them in.

A proposal is a list of sections, printed top to bottom in the order of the list on the left.

Add a section #

Click a section in the list. The new one goes right after it.
Click + Add ▾ and pick a kind.

The new section opens in the panel on the right.

Reorder sections #

Drag a section by its grip (⠿), or use ▲ and ▼ at the end of its row. The pages and the contents page renumber as you go.

Turn a section off #

Untick the checkbox at the start of its row. The section stays in the list with everything in it, but it doesn't print. Tick it again to bring it back.

To delete a section for good, click the trash icon at the end of its row.

Client copy and internal copy #

Every section has a Shows in setting:

Client and internal copies
Client copy only
Internal copy only: for your own numbers and notes.

The list marks a section that prints in only one copy with "client only" or "internal only". The Client copy / Internal copy switch in the toolbar shows that copy on the pages.

Some sections add extra lines to the internal copy by themselves: the summary's internal text, and the fee section's hours, rate and internal note.

Heading #

Every section has a Heading: the title printed at the top of it. Change it to whatever your firm calls that part ("Relevant experience", "Our approach").

What each section holds #

Cover: Subtitle, Prepared for (blank uses the client), Cover image, and Date on the cover. The title, client, date and number come from Project & page. The cover always fills its own page.
Contents: lists every printed section with the page it starts on. The numbers update as the proposal changes.
Letter: the letter text (a blank line starts a new paragraph), Sign-off, Signed by and Their title. It prints the date, client and project above the letter.
Summary: a Client summary and an Internal summary. It also prints key numbers from the fee and schedule sections: the fee and duration, and in the internal copy the hours and rate.
Firm profile: About the firm, plus a short list of Numbers (label and value, like "Founded").
Team: an Intro, one card per person (+ Person: name, role, short bio, and who they report to), and an Org chart switch. People who report to nobody are the top row of the chart.
Past projects: an Intro and one card per project (+ Project): title, type, size, year, location, a few lines, and up to two images.
Scope of services: an Intro and phases (+ Phase), each with its services, one per line. Untick included to print a phase marked "Not included".
Schedule: a Start date, phases with their length in weeks (+ Phase), a Disclaimer, and Written schedule to print each phase's dates as a sentence. Phases run back to back from the start date. Without a start date, it shows lengths only.
Fee & budget: fee lines, expenses and a construction budget. See Fee & budget below.
Site analysis: an Intro, Site facts printed as a table (+ Fact), a Source line under the facts, Figures with captions (+ Figure), and Notes. It can read all of this from a GIS site: see Linked sources.
Terms & assumptions: Assumptions and Exclusions (one per line), and the Terms text.
Signature: Acceptance text and signers (+ Signer). Leave a signer's name blank to leave a line for signing by hand.

Lists inside a section (people, projects, phases, lines) each have ▲, ▼ and a trash icon to reorder or remove a row.

Fee & budget #

Method: the label over the fee table, like "Lump sum by phase".
Hourly rate (internal): prints in the internal copy only.
Fee lines (+ Fee line): a phase or item, its share (%), its amount, and its hours (internal copy only).
Spread a total by %: type a total fee and every line that has a % gets its share of it.
Expenses (+ Expense) and the Construction budget (+ Budget line, low and high).
Internal note (internal copy only).

The line under the fee lines shows the fee, whether the shares add up to 100%, and the hours. In the internal copy, the fee section also prints the hours at your rate and whether the fee covers them.

To fill this section from a Fees estimate instead of typing it, see Linked sources.

Images #

Pick… (or Change…) next to any image opens Pick an image:

In this proposal: images already used here.
Samples: demo drawings.
Your file library: images you've uploaded before.
Upload…: add a PNG, JPEG, WebP or SVG from your computer. It goes into your file library.

You need to be signed in with tool access to upload or use your file library.