This is the space where you will build the sales proposal for your prospect.

The screen is composed of 2 parts

• The left part (about 3/4 of the screen): this is where you will put your content

• The right part is dedicated to analyzing your proposal

The cover page

This is the information that will appear in the header of your sales proposal.

The proposal title is mandatory.

You also have the option to add a description and an image.

If you add an image, favor one related to your client to show that your proposal is centered on them and their needs (for example, it could be a screenshot of the client's website header).

👉 In your proposal preview, you will have the choice between 3 layouts for these elements. The image can be on the right of the screen, centered under the text, or as a background behind the text.

The proposal content

The sections

Proposals in Cuevr are divided into 10 sections

👉 List of sections:

• Executive summary
• Context and challenges
• Audit
• Solution
• Methodology
• Proof of expertise
• Investment
• ROI
• Planning
• About

Tooltips are placed next to each section title to guide you.

Depending on your business, not all sections will be relevant.That's why the Executive summary, Audit, Methodology, and ROI sections are optional.To remove these categories, just click the toggle button.

How to fill in the sections

To fill the sections with your proposal content, you have several options:

• Write your text directly
• Use the pre-built blocks
• Use templates

Write your text

You can write your text in the card for the desired section, starting with the part's title to guide the prospect in discovering your proposal.

Formatting options are available to structure your content and make it more understandable to the prospect who will read the proposal.

To choose formatting options:

→ Either you type: / and choose the desired format from the basic blocks, then write your text

→ Or, after writing your text, you select it and choose from the formatting options.

Use the pre-built blocks

To make formatting easier and guide you in the content to write in your proposal, you will find more advanced blocks in this builder to construct your proposal.

To choose a pre-built block, type /

You will see the list of available blocks appear right after the basic blocks mentioned previously.

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👉 In the next tutorial, you will find the complete library of existing blocks and their associated use cases.

You can use as many blocks as needed in the different sections. The proposal's layout will adapt automatically

To avoid losing your prospect while they read the proposal, remember to add titles and, where appropriate, transition sentences between blocks.

Use templates

It is also possible to use templates.

By default, you will find templates created by Cuevr experts, but you will also have the option to create your own templates.

To use a template, type /

The templates are located at the very bottom of the drop-down list.

👉 The use of templates is covered in its own separate tutorial. You will find it on the onboarding page.