Efficiency and consistency are key in the proposal creation process, particularly when dealing with a high volume of proposals. SIX ERP offers a feature-rich solution for streamlining this process through the use of predefined HTML proposal templates. This manual guides you through creating and utilizing these templates, ensuring your proposals maintain a consistent quality and style, while also saving you time.
Templating transforms repetition into efficiency, turning the routine into a runway for innovation and precision in every task.
The first step to enhancing your proposal creation process in SIX ERP involves setting up customizable templates. Here’s how you can create a new proposal template:
Accessing the Templates Tab:
Within SIX ERP, navigate to the relevant contract or section where proposal templates are managed.
Look for the Templates tab located on the preview pane of all templates, which houses all your template-related functionalities. Click on this tab to open the template management view.
Adding a New Template:
In the Templates tab, locate and click on the Add Template button. This action opens a new template creation window.
Configuring Your Template:
Template Title: Enter a descriptive title for your new template. Choose a title that clearly indicates the template's purpose or the type of proposals it’s designed for, facilitating easy recognition and selection in the future.
Template Content: Use the provided editor to add your predefined template content. This HTML editor allows for rich text formatting, enabling you to include various styles, images, and links to make your proposal template both comprehensive and visually appealing.
Saving the Template:
After customizing the template content to your satisfaction, click the Save button to store your new template. It will now be available for use in future proposals.
Once you have created a proposal template, inserting it into a new proposal is straightforward:
Navigating to the Templates Tab:
While creating or editing a proposal, go to the Templates tab where your saved templates are listed.
Using a Template:
Locate the template you wish to use for your current proposal. Each template will have an Insert button associated with it.
Click the Insert button next to your chosen template. The content of the template will be automatically injected into the proposal editor, populating the proposal with the predefined content.
Customization: While templates save time, remember to customize each proposal with client-specific details to maintain a personal touch.
Organization: Keep your templates well-organized and periodically review them for relevance and accuracy, updating as necessary.
Consistency: Use templates to maintain a consistent look and feel across all proposals, reinforcing your brand identity.
Proposal templates in SIX ERP are a powerful tool for streamlining the proposal creation process, ensuring consistency, and saving valuable time. By following these steps to create and use templates, you can significantly enhance the efficiency of your proposal workflow, allowing more time to focus on crafting tailored content and engaging with clients.