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QB - 13.04 Adding a Company Logo to a Proposal

Views: 1041 Last Updated: 11/07/2022 02:26 pm 0 Rating/ Voters
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Quick Bid Proposal Templates may be modified using Microsoft Word to add customized logos or letterhead.

You must have fully-licensed, locally-installed version of Microsoft Word installed to use or modify Proposals (Student, Home, or any trial editions will not work with Quick Bid Proposals). This program is neither included with Quick Bid nor supported by On Center Software.

Add a Logo to a Proposal

To edit a proposal template,

Click the Proposals button or click Bid > Generate Proposals - the Generate Proposals dialog displays

Double-click on a template in the Select a Template field (or select a template and click the edit button)  - Microsoft Word opens the template file

Notice the box labeled "Insert Logo Here" - click inside that box

Click Insert > Picture > From File (depending on the version of Microsoft Word installed, these steps may be slightly different - refer to Word's Help file for assistance if necessary) - the Insert Image window displays

Browse to the location where the company Logo is located and click Insert

The logo is now inserted into the Insert Logo Here box. This box may be modified and/or resized as needed.

Once the logo is sized and positioned correctly, re-save this template as a new file.

Click File > Save As, browse to the same location where the original template was stored (by default C:\OCS Documents\Quick Bid\Templates) (be sure to use "Save As" so the original template is not overwritten)

Change the Files Of Type to "Document Templates" (*.dotx or *.dot) (depending on the version of Word you use).

Name the proposal  - this is the name that displays in Quick Bid in the Proposals dialog (do not overwrite the existing, original template)

Repeat these steps for each Proposal needing modification

Close Microsoft Word

The new template displays along with the original templates in the Quick Bid Proposals list.

In this example we have only added a logo but Proposals can be modified however the estimator sees fit as long as the merge fields within the template are not altered in any way. Custom letterhead may be used and the layout of the proposal may be rearranged but the proposal’s merge fields can not be deleted (or the spelling changed) or Quick Bid will not be able to push data from the Bid to the template. See Related articles for information on customizing Proposal templates.

When making large scale changes and customizations to proposal templates, it is best if someone with advanced Microsoft Word skills make these changes.

If new or edited Proposals are not being shown in the Proposals list in Quick Bid, verify that all template files are stored in the correct folder (by default C:\OCS Documents\Quick Bid\Templates and that they are saved as a Document Template (.dot file format (not *.doc files).

After editing a Proposal template, if information is missing when a Proposal is generated, verify that all the merge fields are still intact and they are spelled correctly. A good way to check this is to refer to the edited templates and then the original Sample templates. If there are fields in the original that are not contained in the edited version, they were deleted or moved and need to be restored.

Note
Backup all templates before making any changes in case something goes wrong. Never overwrite the proposal files installed with Quick Bid (just copy the Templates folder in C:\OCS Documents\Quick Bid to your desktop or some other safe place).

Available Fields You Can Use in a ProposalSetting up a Schedule of Values 



Product documentation (user guides) describes functionality in the latest version of each major release and may not match the functionality in the version you are using. Please check the Product Information and Downloads pages by clicking one of the product buttons above.

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