Exceller Proposal

Help File & FAQ

First of all, thank you for purchasing this template. This is the fastest way to increase your productivity when its time to send proposals to your customers. Here you will find helpful information to modify this file to fit your needs.

Features
US Letter and A4 Document Sizes Three color schemes to choose from Cool Icons Real text, no dummy or lorem Ipsum Quote layout you can modify from Excel or from InDesign Automatic quote calculation (from Excel) Process guide to show your customers how you develop the project Schedule table and timeline Prices and packages page Agreement document And much more!

Contents
Cover Layout Project Scope Services Page Project Description and Specifications Project Timeline Process Explanation Pages (2) Graphic & Web Project Budget Proposal Agreement and Payment Information Offers and Bundles Page About Us Page Testimonials Page Mini Portfolio Page Back Cover

EXCELLER / InDesign Proposal Theme

Increase your sells and save time

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Specification
Document Size: US Letter and A4 Formats 300 dpi InDesign CS or above Excel 97 or above (for Quote purpose but not a must)

Fonts Used
You can download the fonst used on this template by following the links above: Titillium: http://www.fontsquirrel.com/fonts/TitilliumText Aller: http://www.fontsquirrel.com/fonts/Aller These fonts are free to use both personal or commercial

How to Customize your template

Text
EXCELLER Template has its own paragraph styles. If you want to change color, font size, bullets, titles and so forth, go to menu Type > Paragraph Styles or Control / Cmd + F11. In this window you will find every single style used in the template. In addition, you can select any paragraph, title or subtitle and type in your own text. Refer to img. 1. img. 1 Paragraph Styles. Ctrl or Cmd + F11

Color
To change the color of any object, select it and then choose the color or gradient you want from Swatches window. Go to menu Window > Color > Swatches or Ctrl / CMD + F5. Refer to img. 2.

img. 2 Color Swatches. Ctrl or Cmd + F5 Page 2 Increase your sells and save time EXCELLER / InDesign Proposal Template

Images
In the Portfolio (page number 13) you can add your own images by selecting one of the rectangle shapes and the key combination Ctrl/Cmd + D. Then a dialog box will appear where you can choose an image of one of your works. Also, you can add any image on any page you want. Go to menu File > Place

Timeline & Budget Tables

Page number five contains a table which specifies the time you will invest on your clients project. It is called the TIMELINE table. You can change colors and customize it in the Table Styles box. Go to Windows > Styles > Table Styles. This box contains both Timeline and Budget table styles. Budget table can be modified the same way but it has a very useful feature I am referring next in this file. Refer to img. 3.

img. 3 Table Styles. Windows > Styles > Table Styles

Project Budget
In addition to modify the color scheme of this table, it is also able to modify the items and amounts of the quote. There are two ways to do so: 1. Inside InDesign 2. From Excel 1. Inside Indesign You can manually modify any item or numeric value of this quote table, but you should keep in mind that the total doesnt calculate automatically. You have to change total value in order to make it accurated. 2. From Excel Inside links folder it is an Excel file called Quote.xls. Open this file and you can modify any value of any itme and any item can be modified also. The advantage when you edit this sheet is that total values will be calculated automatically. Once you save the Excel file and return to InDesign, the template will ask you to update the Excel link which contains the quote. Accept this requeriment and you are done with the quote. Note: When you modify in some way the quote page in InDesign, nothing changes in the excel file. But when you change somethin in the excel file, everithing changes in InDesign to be accurated with Excel sheet.

Photos and Icons

It is a pity that photos are not included. But hey! There is a cool set of custom icons in this bundle. They all are vectorized and you can change their color and size the way you want.

EXCELLER / InDesign Proposal Theme

Increase your sells and save time

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How to change the Logo

There is an Illustrator file which contains the logo used on this template. If you wish to modify it, open the file logo. ai and paste in this file the logo. The file logo.ai is located inside the folder links. If you want to use other file to replace the logo, go to Links Panel (Shift + Ctrl+D or Shift+Cmd+D) and click on Relink button to choose other file insted the current one. Refer to img. 4

img. 4 Links Panel Shift + Ctrl or Cmd + D

Credits
This template has been designed and developed by georgeHagi. Some of the text has been taken from Nathan Smiths proposal guide. Icons designed by georgeHagi. georgeHagi is my nickname ;)

Want more?
I have another cool items!!! See them on: http://graphicriver.net/user/georgeHagi/portfolio

Contact & Support

You can contact me through my GrapchiRivers profile. http://graphicriver.net/user/georgeHagi

George Hagis EXCELLER InDesign Proposal Template

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Increase your sells and save time

EXCELLER / InDesign Proposal Template