Proposals

IN THIS ARTICLE

Overview

Unlike traditional slides, Estii generates proposals automatically from your deal data.

• Populates templates automatically based on your theme and data.
• Templates have limited options for customisation.
• You can view and present generated proposals online,
• You can export to PowerPoint, PDF or images.

The deal proposal screen

Settings

General

General settings that apply to the entire presentation include the default theme, and global header/footer.

• Override theme: Override the default theme for the deal
• Primary contact: Appears on the “Thank you” slide. Defaults to the deal owner
• Header and footer: Override global header/footer text
• Show page numbers: Toggle the visibility of page numbers on slides
• Show/hide skipped slides: Skipped slides are greyed out in the preview by default.

Proposal settings

Slide specific

Click on a slide to view the template-specific settings. Editing a template that flows across multiple slides will update all effected slides.

Common slide settings include:

• Skip slide toggle
• Slide title or heading

Settings for the "Deal Cover" slide

Exports

Yout can export proposals to PowerPoint, PDF or images.

• Export PDF pixel-perfect export, ideal for sharing
• Export Powerpoint fully editable, but minor visual differences
  • Master slides per theme with background, dynamic page numbers and header/footer text.
  • Looks good in PowerPoint, Keynote, and slightly less good in Google Slides (sorry)
  • PPTX only supports bold/normal font styles. You may need to install/adjust fonts after export.
• Export Images download all slides as images (zip file)
  • You can also right click on a slide to copy slide contents as a transparent PNG

Proposal export options

Present online

Click on the Present button in the deal header to launch the proposal viewer.

Templates

The length of a presentation is determined by the number of phases, features and resources used across the deal.

• Each template updates automatically based on the data available
• Templates respect the the order of elements defined in the deal (e.g. the order of phases or features)
• Templates will spread across multiple slides when required

Overview templates

Overview templates provide a top level summary of the deal and the contents of the presentation

Cover page

Executive summary (optional)

Table of contents

Timeline overview

Budget templates

The budget template summarises deal value as a donut chart with a phase or category breakdown. Single-phase deals break down by section instead.

Budget overview - single phase

Budget overview - multiple phases

When the deal has adjustments, the slide lists the subtotal, each named line (discounts as −, charges as +), and the net total as the headline figure. Any conditions appear as footnotes.

Budget overview with adjustments

Phase templates

Phase templates provide a visual summary of each phase by category, resource and stream.

When there is only one phase, the phase summary is hidden, and other slides are moved into the overview section

If there is one or less items in a summary category, that slide will be hidden

Phase cover page (with multiple estimate categories)

Phase cover page (with single estimate category)

Breakdown summary

Resources and timeline summary

Stream summary

Services

Services are also interactive

End cover

A simple thank you slide

Back cover slide

Appendix: Scope of Work

Scope of work — itemised breakdown by category.

• Use slide settings to control inclusion of estimates and/or units and prices
• Use category rules to split out categories into separate appendices

Itemised scope - summary Itemised scope - by phase, item and line item Itemised services - with estimates, units and prices

Appendix: Rate cards

Rate cards based on roles used in the deal

Rate cards - summary Rate cards - day rates for roles and rates used in the Deal

Appendix: Milestones

Payment milestones — if payment milestones are used in the deal

Payment milestones