How to create a Business Proposal Template

How to build, optimize and reuse business proposal templates

Business Proposal Templates allow you to save loads of time reusing the parts

or whole templates that you know work.

All you have to do is to update your proposal template to reflect your

client’s needs.

Quote Roller’s Template Library

We have more than 35 industry-standard, sector-specific, free business proposals to kickstart your creation.

Quote Roller’s users spend about 15 minutes creating each business proposal — that’s two

hours saved per proposal!

Use one of our templates

Review the different templates. Click Use this Template to customize it to your business or Add to My Templates to use again and again.

Or reuse your own templateGo to Templates > My Templates.

Select one of your own templates.

Edit Content:

To update your template

Copy as New:

Great to reuse template, edit for now, but not forever

Change Design:

To change look & feel of template/proposal

Tip: There’s really no need to Delete Template as templates are limitless.

Quote Roller users see a 28% increase in proposals being accepted!

Almost half - an amazing 49% - of all proposals sent via Quote Roller are

Accepted!

What are Sections?Your proposal also has Sections, which are like pages of a business proposal.

To start building your template, click Add a Section, then name & save it. Next you will add Content Blocks to build the Section.

In Quote Roller, you not only know when your clients open, comment on or sign your proposal, you also know how long they are looking at each section.

Types of Content Blocks Sections are made up of Content Blocks

Text (can include images under 600 pixels wide)

Video: Web only

Image Gallery: Web only

Pricing Table

Customizable HTML Code: Web only

Page Break: PDF only

PayPal: Web only (only enter numbers, set currency)

How to add Tokens to your Text Blocks Tokens are the contact names and other info that are already in Quote Roller or came through via your CRM Integration, which automatically fill in your template.

Click the button in your Proposal Editor to open your Token options.

Tokens are grouped by Sender, Client, Pricing, & Proposal.

Click where you want to add token, then hit and select the token.

When you add content of any kind, you will see a

button that is for just that — to add content that will only be viewed if you enable the client to view your proposal as a PDF. Of course, in a PDF, you can view regular photos and hyperlinks, but you cannot view anything multimedia or interactive, like Videos, HTML, and Photo Galleries.

This is why you need to add PDF only content. For a video, this might be a brief description and the YouTube link.

Add PDF-only Content

How to Use Content Library Save Blocks to Content Library & reuse in any proposal

How to Add to your Content Library

When adding any Content Block, you may hit Add to Library.

Now if you click on Content Library, your content blocks, organized by type, will pop up.

Tip: Content Library is only available with Professional, Enterprise & Team Quote Roller plans.

How to Change Template Design How to change the Look & Feel of both web-based & PDF proposals

When you choose your template from My Templates, click Change Design

You have two web-based design choices: Classic and Modern Views

You can also customize the look and branding of your PDF proposals

can change background color

table of contents on right

one Accept Proposal button, plus smaller buttons at top

can add Quote Roller logo with your referral link

Change Web Design to Classic View

Change Web Design to Modern View

table of contents on left

two more prominent Accept Proposal buttons

more prominent Discuss button

cannot add Referral Link and Quote Roller logo

Change PDF DesignAllows you to change color themes

PDF Page Backgrounds: Lets you create customized cover pages & inner pages on PDF version. 800 pixels wide x 1130 pixels tall.

You can add your logo to each page.

Go to QuoteRoller.com to start saving time & money creating

persuasive business proposals today!