Creating a Proposal Template

Before You Start

• Go to Settings → Document templates.
• Ensure the Templates tab is selected (not Brand settings).
• Optionally set up Brand settings first so your logo, colors, and company info appear on new templates.

Step 1: Add a New Template

1. Click Add template.
2. In the dialog, fill in:
   • Name — e.g. “Standard staging proposal” or “Premium proposal.” This is for your reference in the template list.
   • Description — Optional. Shown under the template name to distinguish it from others.
   • Document type — Choose Proposal.
   • Set as default — Check this if this should be the proposal template used when you generate a proposal from a job without picking a specific template.
3. Click Create (or the primary submit button in the dialog).

The new proposal template appears under Proposals in the list.

Step 2: Edit the Template Content

After creating the template, you design what the proposal will contain:

1. In the template list, find your new proposal and click Edit content.

2. You’re taken to the template editor. Use the rich editor to add:

   • Headings and paragraphs
   • Bullet or numbered lists
   • Tables (e.g. for scope or pricing)
   • Placeholders that Cura will replace with job/contact data when you generate a document (e.g. client name, address, dates).

3. Use the Page settings if you need to change size (e.g. Letter), orientation (portrait/landscape), or margins.

4. Save your changes when done.

Your brand settings (logo, colors, font, footer, company contact) are applied automatically when the document is generated; you don’t need to redraw them in the template body.

Step 3: Use the Template on a Job

When you’re ready to send a proposal to a client:

1. Open the Job in Cura.
2. Use the option to Generate or Create a document (e.g. proposal).
3. Select this proposal template if it’s not already the default.
4. Generate the PDF (and optionally DOCX). Cura fills in placeholders with the job and contact data.

Tips

• Default proposal — If you have only one proposal template, set it as default so it’s pre-selected when generating proposals.
• Multiple proposals — Create separate templates for different offerings (e.g. “Basic staging proposal” and “Full-service proposal”) and choose the right one per job.
• Brand first — For a consistent look, complete Brand settings (logo, colors, fonts, company info) before writing multiple templates.

Next Steps

• Editing and Managing Proposal Templates — Change content, duplicate, or delete a proposal template.
• Overview of Document Templates — How templates and brand settings work together.