Proposal Templates

Build reusable proposal documents visually — stack blocks, pick a theme, and drop in variables that automatically populate project data, equipment lists, and cost summaries.

Overview

The visual proposal builder lets you assemble professional proposal documents from blocks:

• Cover page, executive summary, and rich text sections
• Equipment blocks for individual rooms or all rooms combined (cards or table layout)
• Investment summary with customizable splits and tax lines
• Images and side-by-side column layouts
• Terms & acceptance with optional signature, print name and title lines

Getting Started

1. Go to Settings > Proposal Templates
2. Click New for a blank template, or New from gallery to start from a themed design
3. In the builder, click blocks in the Add Block palette to stack them, and drag to reorder
4. Select a block to configure it; long text (Rich Text, Terms, Executive Summary fallback) opens in the wide content workspace below the block stack
5. Insert variables from the searchable browser next to the editor — the live preview fills them with sample data
6. Design the cover page (hero image, headline, logos) back on the Proposal Templates page
7. Save, then choose the template when generating a proposal from a project

Variable Reference

Variables are placeholders that get replaced with actual project data. Insert them from the variable browser in the content workspace, or type them directly using the {'{'}variable.name{'}'} syntax inside Rich Text, Terms, and Executive Summary blocks.

Project Variables

Client Variables

Date Variables

Equipment Tables

Equipment tables display product information for rooms. You can use default columns or specify custom columns.

All Equipment (All Rooms)

Available Equipment Columns

• Description - Product description
• Make - Manufacturer name
• Model - Product model number
• Notes - Line item notes
• Qty - Quantity
• Rate - Unit sell price
• Extended - Extended price (Qty x Rate)

Combined Cost Tables

Combined cost tables provide a room-by-room financial summary, showing equipment costs, non-equipment costs, taxes, and totals.

Combined Cost Variables

Available Combined Cost Columns

Example Usage

<h3>Cost Summary</h3>
<div style="font-size: 14px;">
{'{'}project.combinedCost:RoomName,Qty,SystemCost,SystemCostWithTax{'}'}
</div>

Add Alt Total Variables

Display totals for Add Alt (optional/alternative) rooms as simple values (not tables). These follow the same naming convention as the project totals:

Example Usage

<h3>Optional Items</h3>
{'{'}project.addAlt.combinedCost:RoomName,Qty,SystemCostWithTax{'}'}
<p><strong>Add Alt Total:</strong> {'{'}project.addAlt.totalWithTax{'}'}</p>

Text Wrapping Control

Control how text wraps in table columns by adding :wrap or :nowrap after any column name.

Syntax

Smart Defaults

Most columns have sensible defaults, so you only need to add modifiers when overriding:

Examples

<!-- Equipment table with Description that doesn't wrap -->
{'{'}room.equipment:Description:nowrap,Make,Model,Qty{'}'}

<!-- Cost table with RoomName that wraps -->
{'{'}project.combinedCost:RoomName:wrap,Qty,SystemCost,SystemCostWithTax{'}'}

Room Loops

Use loops to repeat content for each room in the project.

Regular Room Loop

{'{'}#foreach room{'}'}
<h3>{'{'}room.name{'}'}</h3>
<p>Quantity: {'{'}room.quantity{'}'}</p>
<p>Room Total: {'{'}room.total{'}'}</p>
{'{'}room.equipment{'}'}
{'{'}room.summary{'}'}
{'{'}'/'}foreach{'}'}

Add Alt Room Loop

Use {'{'}#foreach addalt{'}'} to loop through Add Alt (optional/alternative) rooms only:

{'{'}#foreach addalt{'}'}
<h3>Optional: {'{'}room.name{'}'}</h3>
{'{'}room.equipment:Description,Qty,Extended{'}'}
{'{'}'/'}foreach{'}'}

Room Loop Variables

Best Practices

Correct Table Wrapper

<!-- CORRECT: Use div for table variables -->
<div style="font-size: 14px;">
{'{'}project.combinedCost:RoomName,Qty,SystemCost,SystemCostWithTax{'}'}
</div>

<!-- WRONG: Don't use span -->
<span style="font-size: 14px;">{'{'}project.combinedCost{'}'}</span>

Correct Heading Usage

<!-- CORRECT: Heading separate from table -->
<h3>Equipment List</h3>
{'{'}room.equipment{'}'}

<!-- WRONG: Table inside heading -->
<h3>{'{'}room.equipment{'}'}</h3>

Other Variables

Room Lists

Specific Room Access

Access a specific room by name (remove spaces from room name):