Agent details are required to be configured the first time you use the RP Proposals platform.
Any changes made are saved for use on future proposals.
The Upload Image placeholder image displays the Edit button in the middle of the panel, click edit to bring up the Agent Info page.
Use the Choose Image button to upload your personal image.
You may add personal details about yourself. The following fields are mandatory and you will not be able to proceed without completing:
- Email Address
- Phone Number
- Biography (information about yourself)
It is optional to add social media links to your proposal, this adds click through links for your
Image1- Editing Agent Details.
Hit Save to complete the setup of your agent information.
Text sections of the report can be easily Typed over by simply clicking into them. For example below where you can click into the header and made the text more personalised.
Image2- Editing Header information
This is also true of the body text. Pre-filled text can be added to, or replaced. Note these changes Will Be Specific to the proposal you are working on, and Will Not be saved as the default.
Image3- Editing Welcome introduction
The Our Difference section allows you to add additional slides you may have which outline how you Stand out from your competitors. Once you have loaded slides into a proposal, they will be saved as options to include for this section in future proposals.
Click the edit button in the middle of the panel to view the Media Library.
Image4- Our Difference Edit button.
- Select an existing slide from the library
- Choose to add a new slide to the library
Image5- your media library
When you create a new slide image you will need to
- Upload the image
- Add your Title
- Populate the description text field
Image6- Adding a new slide
The Title and Description text details entered appears over the top of the image as per the example provided in image 4 above.
Include as many slides as you like. Hit Save to add them to your proposal.
A Customisable Banner ad is available to be included on every proposal.
Image6 - Banner Ad
Click the Edit button in the centre of the panel to bring up the options to:
- Add a Title
- Include some Descriptive Text.
- Upload a new image
Image7 - Banner ad configuration.
Click Save to display your personalised banner ad within your proposal.
You have now configured the proposal to include details about yourself and your agency, its time to move along to the comparative market analysis section of the proposal.