The Frequently Used Terms List is exactly as one would perceive. It's a list of terms (words or phrases) that one would commonly use in their proposal... and more - it's also a list of words that are commonly misspelled and directly associated to the type of proposal one is presenting. It enables automatic completion of terms and so much more. And, we've enabled the end user to create as many Frequently Used Terms (FUT) as they wish.

As soon as you begin typing any term contained in FUT, the software automatically suggests the word or phrase for completion. Additionally, if there's an associated price, that gets incorporated as well.

But the true dynamics cannot be described without experience.

You will also want to create and save Format Files for presentational purposes as demonstrated below.

In this case, we've clearly defined our company presentation with our own font and color. While we cannot change the font and color in the text areas, we change change our logo and defining labels. This gives us the opportunity to mirror other in-house documents (such as invoices) to add consistency and clarity to our proposal.

And finally, in the example shown below, we edited this contract with the Contract Manager and wanted to emphasize 2 lines in our contract language to make sure they were not overlooked. We chose the color red so they would stand out, but we could have chosen a different font or BOLD as well.

These 3 examples are just some of the ways you can format your files. Literally, there are countless ways to present your proposal to your client... and make your proposal appear with the same professional appearance as your other documents. Wishing you all prosperity!