How do I create a proposal using Revv?
  • 28 Jun 2021
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How do I create a proposal using Revv?

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Revv makes it easy to create effective and professional proposal documents. Simply follow these steps:

1. Click Documents in the left navigation bar.

2. On the Documents page, click Create document.


Revv Create Proposal

3. Decide whether you want to select a pre-made template or develop a proposal from scratch.

4. Select an existing proposal template to create your document from a template, click Make your own document to create a document, or upload an existing document. Note that Revv supports both Form-based and Editor-based templates, making it easy for you to use an existing template to create your quote.

5. Enter a name for your document in the Edit Document Name field (at the top left).

6. Use Document Blocks in the right pane to design the document. Drag and drop Text, Table, Quote Table, Image, Page Break, and Empty Space blocks into the document.

7. After adding a block, enter the content. For example, if you dragged and dropped a text block, you can enter text content in the field. Similarly, if you dragged and dropped a table block, you can enter the table contents in the table.

8. Your proposal is created in draft status. After creating your proposal, you can share it with internal stakeholders or customers for review, order approval, and e-signature.

The quickest way to create a proposal is to use a template that your organization has made available to you. If your proposal is based on a form-based template, you can fill out form fields but you cannot make other changes. If your proposal is based on an editor-based template, you have more flexibility in making edits to your document. 




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