The Proposal Package has a default template that can be set for all Projects from Administration. Users must have Administrator checked as a role in their GC company Contact (under Profile>Company Settings).
Go to Profile> Administration> Default Templates>Proposal Package to begin.
Take the Tour on-screen tour to learn about customizing your Proposal Package.
Click Insert to add Proposal Documents.
Click the Pencil icons to customize Cover Sheet and Personal Letter.
Cover Sheet
RedTeam Go provides a standard Cover Sheet. If you wish to edit, click the Pencil icon to customize your company’s default Cover Sheet.
HINT: Cover Sheet is only editable from Administration. It will appear with the same layout on every project with project specific information populating in as designed.
Take Tour for Cover Sheet.
Edit the Default Cover Sheet directly in the Text Box.
The Icons on left correspond to the blue place holders in the Cover Sheet.
Company Logo will pull from the Logo in Company Settings.
Project Image and other information will pull from Project Information/Details page.
You can delete, then re-add the blue placeholders by clicking the icon, then Drag and Drop into desired position.
Click Reset Default to restore RedTeam Go default at any time.
You can Upload your own personalized Cover Sheet file to replace RedTeam Go’s default Cover Sheet if desired.
Click Preview to see the PDF representation of the Cover Sheet. All project specific information will populate into the Cover Sheet when previewed within the project.
Click Update to save your content and Back to Page Setup to return to the Proposal Template.
Personal Letter
RedTeam Go provides a standard Personal Letter. If you wish to edit, click the Pencil icon to customize. (Estimators/PMs will be able to customize this letter at the Project level.)
Take Tour for Personal Letter.
Edit Default Personal letter directly in the Text Box.
The Icons on left correspond to the blue place holders in the letter. (Icon items can be used more than once.)
Company Logo will pull from the Logo in Company Settings.
Project Image and other information will pull from Project Information/Details page.
You can delete and then re-add the blue place holders by clicking on the icon, then Drag and Drop into desired position.
Click Reset Default to restore RedTeam Go default at any time.
Click Preview to see the PDF representation of the Personal Letter. All project specific information will populate into the Personal Letter when previewed within the project.
Click Update to save changes.
Click Preview to see a PDF view with place holders.
Click Back to Page Setup to return to the Proposal Template.
Add RedTeam Go Reports and Import Files
Finalize your Proposal Package default by Insert>Reports and selecting the RedTeam Go Reports you prefer to use and sorting to customize your page order.
You can also upload your own Company Documents to be included in every proposal by selecting Insert>Files and selecting a PDF file from your computer. (PDF files with multiple pages are accepted). Insert a Blank Page between sections if needed.
Click Preview to see a combined Example PDF file of the default Proposal Package.
HINT: Example Placeholders with sample data are included on reports to make identification and selection easier.