Create a standard proposal setup

Tekla PowerFab
2024
Tekla PowerFab Tekla PowerFab GO

Create a standard proposal setup

You can create and customize predefined standard text paragraphs that you can include in bid proposals.

You can create sections for the proposals and add entries for each section. You can also modify the existing entries and delete unnecessary entries.

You can change the order of sections, and modify the titles and styles in the proposal. 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.

    The Proposal Setups dialog box opens.

    Main Setups tab: Details that affect the entire proposal

    • Signature Name/Title: Name of the person submitting the bid
    • Price Prefix: Currency symbol
    • Price Suffix: Currency symbol
    • Open Template: Click to open the template for modifying the formatting of the sections in Microsoft Word. Use the styles in the Styles gallery for modifications.

    Sections tab: The different sections of the proposal

  3. On the Main Setups tab, define the properties.
  4. Click Save.
  5. Do any of the following:

    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 PowerFab 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.

      To verify the default folder, go to File > Default Directories.

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

    Add a new entry
    1. On the Sections tab, select the section in 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. On the Sections tab, select the section in 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. On the Sections tab, select the section in which the desired entry is located.
    2. Select the entry that you want to move.
    3. To move the entry, click Move Up and Move Down.
    Change the indentation of an entry
    1. On the Sections tab, select the section in which the desired entry is located.
    2. Select the entry that you want to move.
    3. Click Move Left and Move Right to shift the position of the item in the proposal.
    Delete an entry
    1. On the Sections tab, select the section 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. On the Sections tab, select the section 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. On the Sections tab, click Add.
    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. On the Sections tab, select the section that you want to delete.
    2. Click Delete.
    3. To permanently delete the section, click Yes in the confirmation dialog box.
    Move a section forward or backward in the proposal
    1. On the Sections tab, select the section that you want to move.
    2. 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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