Skip to main content

Building a Proposal using an RPC Design

RPC offers a template library so you can utilize beautiful, professional designs with the click of a button!

Written by Kelly Beeby
Updated this week

Utilize one of RPC's proposal designs to save time and kick-start your document!

Building a proposal using RPC Designs (video tutorial)

Building a proposal using RPC Designs (step by step)

  1. Go to your Proposals page and click the "+ Proposal" button

  2. Enter your recipient name and email along with the event date (optional), and expiration date for the Proposal

  3. Click "RPC Designs" and select one of the pre-made templates

  4. Your template design will load in the builder and you can simply click on each element (image, text, etc) and replace with your assets and information You can also delete elements that you don't want by selecting and clicking the trash can.
    ​

From the right side menu:

  • Click on "Blocks" to add additional rows to your proposal with your desired layout (full width, 50/50%, etc)

  • Drag "Content" to your blocks. Content options are columns, dividers, headings, paragraph text, images, video and tables

  • To change the universal settings of your design, click the "Body" menu option. This is where you can set the overall styling, size, background color, etc

  • "Images" is where you're able to access millions of stock images

  • "Uploads" is where you'll want to input your brand logo and images. Once uploaded, these will be stored and available for future proposals
    ​

5. When you're happy with your design, "Send" if you're ready for your recipient to view it, "Save Draft" to access and send later. And "Save as Template" if you would like to access this design in your templates for the future

6. Once sent, your recipient will receive an email with a link to view it. They can "export" to review the document further or "accept" to get the ball rolling! If they reply with questions or edits, you'll receive the email right in your inbox!

Note: we recommend sending the contract for signature as soon as possible after proposal acceptance!

7. You will receive a notification in your activity feed when your proposal is viewed - and a notification in your activity feed and an email notification when it is accepted!

Note: After a proposal is accepted, you can no longer make edits to the document.

Did this answer your question?