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    Manage Proposal Templates

    Learn how to build and customize proposal templates in BidBuild so every estimate looks professional and consistent. This walkthrough covers navigating to Settings > Lead Related > Proposal Templates, opening the Proposal Template Editor, adding and renaming tabs, arranging sections such as Introduction, Project Summary, Your Investment, Payment Terms, and Next Steps, inserting rich content blocks (text, images, videos, iFrames, link cards, dividers, and spacers), configuring one- or two-column layouts, customizing the generated PDF cover image and included sections, and setting a template as the default for new proposals.

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    Manage Proposal Templates - Step-by-Step Guide.pdf(PDF)

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