Overview
In this article, we will go over how to export your comparison and finalize your proposal before sending it off to your client. The Enterprise and Pro plans include the option to further customize proposals. Enterprise users also receive marketing material to go along with their proposals.
Export the Proposal
Begin by clicking on the Export Proposal button from inside the comparison tool:
After exporting the proposal, you will be prompted to choose between the available templates.
Options Tab
The Options tab allows you to change the look and feel of the proposal to reflect your brand. There are five main elements.
- Orientation: Portrait (shows up to 4 items in the proposal) or Landscape (shows up to 6 items in the proposal)
- Proposal language: Depending on the template, you can be able to choose between English and French
- Header colour & pattern: Select up to 14 different header colours (Pro Tier), and 4 header patterns
- Paper format: Pick Letter, A4 or Legal
- Template: You can change the template you want to use
In-Page Edits
Some elements can be edited directly on the page. This allows you to customize the time periods of Graphs and Risk Metrics before downloading the PDF.
In-page edits also allow you to toggle between donut charts and tables for asset allocation, equity industry holdings and country allocations.
Once fully satisfied with the design, click Download to obtain a PDF of the finished proposal for sending to clients.