It is a pre-designed template that serves as a cover page for creating proposals. It includes a structured layout with content blocks for essential information such as the cover page's title, introduction, scope of work, terms and conditions, and other relevant details. By using a cover page template, you can ensure a consistent and professional look for all your proposals, which can enhance your brand’s credibility and increase the chances of winning new business.

In addition to individual cover page templates, we offer a cover page Marketplace where you can access a variety of prebuilt templates. This marketplace is designed to kickstart your cover page creation process and speed up delivery.

➡️ Profile icon > Settings > Proposal > Cover page templates > View

You can add cover page templates in the following ways:

You can design a cover page template as follows:

Crafting a custom cover page template allows you to tailor the design to your specific needs and brand identity. This method offers complete flexibility in structuring content blocks, setting up sections, and incorporating unique design elements to ensure a professional and cohesive look.

➡️ Add new template > Complete side panel > Save.

To add a new template,

This creates a blank template to configure

Our cover page marketplace provides a variety of pre-designed templates that can be quickly previewed and downloaded. This option significantly speeds up the cover page creation process while maintaining a high level of professionalism and design quality.

To add a pre-built template from the marketplace,

➡️ Add from marketplace > Choose the template > Add cover page.

This adds the chosen template in the list > Click Edit > Update the Template name > Save.

There are several different content blocks you can use to customise the cover page to your branding these are Title, Text area, Image, Video, Page Break and Table. Drag and drop the required blocks to begin building/updating your cover page template we recommend you start with a cover page. You can set a background image, add in Option templates, Add-Ons and more.

➡️ Configure

You can use Content blocks, Add new page and Page properties to design the template. Then click X to save/close.

Content blocks are used to structure the document, making it easier to navigate and ensuring that all essential information is included in a consistent and logical manner. By effectively using content blocks, you can create a well-organized, professional cover page that is both visually appealing and easy to understand. For a more detailed guide of the formatting options read Template Builder guide.

The blocks provide flexible formatting options. Once highlighted, users can apply various styles such as bold, italic, font color changes, bullet points, indentations, and more. These options are accessible through the toolbar at the top of the cover page, allowing for easy customization and enhancement of the document's appearance and readability.

Utilise tagging in your cover page by using the [ bracket in any of the Text content blocks to bring up the options available. Tagging helps in dynamically inserting data, ensuring the content is relevant and personalised for each cover page.

Upload an image from your Computer. This might be an item you are quoting for or a company log for example.

To include a video you will need to add the URL into the field on the side panel.

All Content blocks have additional options these vary depending on the block.

➡️ Hover over the content block > Right hand side > > Choose from the menu shown.

➡️ > Select from the menu

➡️ > Page Properties > Side menu appears > Save

➡️

Drag and drop your templates and folders to keep everything organised. To move multiple templates and/or folders at one time, check the box next to the name before dragging.

You have the flexibility to create as many folders as you require, and within each folder, you can further organize your templates by creating subfolders. Click "Add new folder" on the left side panel to create a folder or subfolder.

➡️ Locate the folder > Change the folder name > Save

➡️ Locate the folder > Delete > Type Delete > Delete

➡️ Download > Zip file is saved to your computer Download folder

➡️ Clone > Type CLONE > Clone

➡️ Edit > Amend Template name > Save

➡️ Delete > Type delete > Save