Add or change a page
A proposal is a stack of pages. You choose which ones, in what order, and how each is laid out.
Every page in the list on the left is a page your client will read, in that order. The ? beside any page’s name in the editor says what that page is for and where its words come from — the same answers as what’s in a proposal, about the page in front of you.
Adding one
- Written for this proposal. Pages drafted from this job’s own line items — a plain-words summary of the work, or the chart of where the money goes. They exist only where there is enough priced work to write them from.
- Your saved pages. Pages you kept from an earlier document. A page you like on any proposal can be saved from its ⋯ menu, and it waits here for every proposal after.
- Standard pages. The ones your company was set up with — about us, your process, your team, the fine print.
- Blank pages. A shape with no fixed meaning, named by you: a Project story (a photo, the facts, the story), a Written page (headings and paragraphs), or a Photo page (up to four photos with captions).
Changing how one looks
Each page has a look — its arrangement — switched right on the page from the Look: control. A look changes how the page is laid out, never your colours or type: those are set once for the company so that two of your proposals never look like they came from two companies.
Leaving one out
The eye beside a page in the list takes it out of the document without deleting it — the page stays with the proposal, marked Left out, and the eye puts it back. Use it for the page this particular client does not need.
A page you keep, and a page in this document
This is the one rule worth knowing. Saving a page to your library takes a copy. After that the two are separate: editing the page in this proposal changes this proposal, and editing the saved page changes what future proposals start from. Neither reaches back into the other, and no document you have already sent can be altered by tidying your library later. Where the words come from draws the whole map.