Create a standard proposal setup

Tekla EPM
2021
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Create a standard proposal setup

In Proposal Setups, you can customize the content of bid proposals. Among other things, you can create different sections for the proposals and add entries for each section. We also recommend that you modify the existing entries and delete unnecessary entries according to your needs. You can also change the order of sections, and modify the titles and styles in the proposal according to your needs. The sections and entries that you have set up are used for creating an individual bid proposal based on each estimate.

  1. Click the Maintenance ribbon tab.
  2. On the menu, select Estimating > Proposal Setups.

  3. On the Main Setups tab of the Proposal Setups dialog box, determine the signature name or title, price prefix, price suffix, and weight units.

    The Main Setups tab controls details that affect the entire proposal, whereas the other tabs represent different sections of the proposal.

  4. Click Save.
  5. Do any of the following according to your needs:

    Option

    Description

    Modify the appearance of the proposal

    1. On the Main Setups tab, click Open Template.

      The proposal template opens in Microsoft Word. The items marked with << >> pull information from Tekla EPM and can be adjusted there, but the other information and font types can be changed in Microsoft Word.

    2. Make the necessary changes to the template.

    3. In the Microsoft Word window, click File > Save.

    4. Save the modified proposal as a custom report in the default folder that your company uses for custom reports.

      You can verify the default folder by opening the File menu and selecting Default Directories.

    Note that any changes made to the proposal document outside of Tekla EPM are not available in Tekla EPM.

    Add a new entry

    1. Go to the section tab on which you want to add the new entry.

    2. At the bottom of the dialog box, click New.

    3. Type the desired text in the space the bottom of the dialog box.

    4. Click Add.

    Modify an entry

    1. Go to the section tab on which you want to modify an entry.

    2. Select the entry that you want to modify.

    3. Change the entry text according to your needs.

    4. Click Edit to save the changes.

    Move an entry up or down in the proposal

    1. Go to the section tab on which the desired entry is located.

    2. Select the entry that you want to move.

    3. To move the entry, click the Move Up and Move Down buttons at the bottom of the dialog box.

    Change the indentation of an entry

    1. Go to the section on which the desired entry is located.

    2. Select the entry that you want to move.

    3. Click the Move Left and Move Right buttons to shift the position of the item in the proposal.

    Delete an entry

    1. Go to the section tab from which you want to delete an entry.

    2. Select the entry that you want to delete.

    3. Click Delete.
    4. To permanently delete the entry, click Yes in the confirmation dialog box.

    Change the titles or headings of the proposal

    1. Go to the section tab whose titles or headings you want to change.

    2. Do any of the following:
      • To change the main title of the section, type a new title in the Title field and click Set Title.
      • To change the style of the headings, click Attributes and select appropriate styles in the lists. Then, click Save.
      • To add a subtitle, click Attributes and type a title in the Subtitle field. Then, click Save.

        The subtitle appears under the title in the proposal.

    Add a section

    1. At the top of the dialog box, click Add Section.

    2. Type a title for the section.

    3. Click OK.

      The new tab is added at the end of the proposal setup.

    Delete a section

    1. Go to the section tab that you want to delete.

    2. At the top of the dialog box, click Delete Section.

    3. To permanently delete the section, click Yes in the confirmation dialog box.

    Move a section forward or backward in the proposal

    1. Go to the desired section tab.

    2. In the upper-right corner of the dialog box, click Move Forward or Move Backward.

  6. Click Save.
  7. To close the dialog box, click the Close button (X) in the upper-right corner.
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