Better Design Options and Page Breaks

This week’s release comes with two HUGE updates to Bidsketch.

  1. Completely rewritten proposal preview page
  2. Painless PDF page breaks

New Proposal Preview Page

To say that it’s simply a new proposal preview page really doesn’t do this update justice. From this page you’ll now have much more flexibility over the look and feel of your proposals. Take a look at the preview to see what I mean:

Proposal Designer

On the proposal preview page you’ll notice that new proposal templates are available. When one of these new design templates is selected, you’ll get a nifty customize button on the right hand side of the dropdown:

Customize Button

Clicking on that button will bring up several options for you. You’ll be able to change the background color, set the font, size, and color for headings, subheadings and all other text on the cover page:

cover-page

On the right side of those options, you’ll see a Content Page section. In here you’ll be able to set all the same font options for your content and pick a table style for your proposal fees:

Content Page

Painless Page Breaks

The old way of adding PDF page breaks called for you to insert them into the content. While this worked most of the time, it wasn’t easy to remember and it made you jump back and forth between the preview page and editing your proposal content. That’s why I’m super excited about the new way of managing page breaks and I think you will be too.

With a new proposal template selected (or your own custom template), you’ll have a new Layout & Settings tab show up on the left hand side of your proposal:

Settings Tab

Clicking on the Layout & Settings tab will open up a beautiful new modal where you can add a page break, before and after, any of your sections. You’ll notice that this includes the fees table:

Page Breaks

Other Things You Should Know...

  • The old custom designs are no longer available. Your old proposals will show up using whatever design they had, but old design templates will be in readonly view and you’ll not be able to see them as a choice in the design dropdown.
  • The old designs are tied to a format that doesn’t support the new formatting and page break options.
  • Additional new designs are being worked on and you’ll see them in the next few weeks.

I appreciate all the feedback I’ve received; it’s been extremely helpful in guiding the design of these features. Thanks everyone, I hope you enjoy the changes!

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Andrea Ferguson

You’re awesome!!!!!

Jason

Nice update! Adding in customization options will also be a winning move for me!

Kim Stone

This is fantastic! Not being able to easily insert page breaks has been an issue for me, as I always prefer to start new sections on a new page for readability. Also, being able to brand my proposals to match my company brand is really important in presenting as a professional.

One thing that would be great to see is the ability to create some form of a Table of Contents. I’m finding that a formal proposal is also an educational document (how the process works, why we do things the way we do, our qualifications, etc.).

Overall, I LOVE this tool. It makes getting formal contracts in place SO much easier and allows me to focus my time on building my business rather than driving to the client just to get a signed contract (assuming they are local), finding a fax machine or all those old-school methods.

Nathan Sudds

You are the man! Page breaks were my arch enemy in Bidsketch… very slick and easy now! Thanks Ruben!

Scott Kasun

Excellent update for a great product. Keep up the good work!

laura bell way

Thanks so much- this will help. I still have issues with the page breaks not being clean within the fees table (for instance if my fees table runs over a page and has some paragraphs of explanation within each cell). Is there a way to “repeat top row” or something to make the break appear cleaner in the pdf?

Thanks!

Ruben

Thanks everyone! Really glad you like the new updates 🙂

@Laura – Yeah, if your fees span more than a page then page break options are limited. You can embed a page break within the content but the header won’t repeat like you mentioned. Can’t think of a way to force that header on the next page but I’ll think it over.

One thing that might be worth considering: most people typically use the fees section as a summary (for quick scanning by the client) and go into details of each phase or service in a separate proposal section — before or after the fees section. Not sure if that gives you any ideas just thought I’d mention it in case it does. Thanks!

Rhonda Michelle Steward

Ruben, this is wonderful! I’ve been wanting to customize our proposals more and can’t wait to try out the new features. Keep up the *awesome* work!

Holly Stewart

Yes!!! I’ve been waiting for this for so long! PAGE BREAKS!

Ruben

Thanks!!

@Holly – Yeah, it was a feature that took a while to design but hopefully the time and effort it took translates into a useful and easy to use feature.

Glenn

Ruben,
I like the new design options, where I can change the text, colors, etc, but it would be very nice if the design options I select (colors, fonts, etc) would be retained by the design template, and not just by the resulting proposal. Do you think this is doable? The workaround is to use copies of older proposals, but that is not a very elegant solution.
thanks, and keep up the good work!

Ruben

Thanks Glenn. You’re right, it should be applying those setting to your new proposals. Count on this for the next release!

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