There are several options available to add a new proposal:

  • Create Proposal in Word—a new proposal record using a stored Word document (a blank Word document by default, but can can be customized per instance)

  • Create Proposal in Excel—create new proposal record using a stored Excel file (a blank Excel file by default, but can can be customized per instance)

  • Create Proposal in PowerPoint—create new proposal record using a stored PowerPoint file (a blank PowerPoint file by default, but can can be customized per instance)

  • Upload an Existing Proposal Document—create a new proposal record by uploading a file (Word, Excel, or PowerPoint)

  • Link to a Proposal in SharePoint— create a new proposal record by connecting to a file in your Sharpoint (no document revisions or back-ups are stored on RocketDocs servers)
Follow the steps below to add a new proposal:

1.   From the main menu, click Proposals.



2.   Click the New Proposal icon.



Create Proposal in Word


3.   From the dropdown menu select Create Proposal in Word.



4.   Complete at least the mandatory fields (these are shaded yellow) and click the Save icon.



5.         At the prompt that confirms the proposal has been added, click Yes to view the new record.


Create New Proposal in Excel


3.   From the dropdown menu select Create Proposal in Excel.




4.   Complete at least the mandatory fields (these are shaded yellow) and click the Save icon.



5.   At the prompt that confirms the proposal has been added, click Yes to view the new record.

Create Proposal in PowerPoint


3.   From the dropdown menu select the option to Create Proposal in PowerPoint. The window will change to display the option selected and enable the Save option, as well as display the dashboard tabs.



4.   Complete at least the mandatory fields (these are shaded yellow) and click the Save icon.



5.   At the prompt that confirms the proposal has been added, click Yes to view the new record.


Upload an Existing Proposal Document


3.   From the dropdown menu select the option to Upload an Existing Proposal Document.



4.         Click Browse…, select the document, and then click the Open icon.





5.   Complete at least the mandatory fields (these are shaded yellow) and click the Save icon.



6.   At the prompt that confirms the proposal has been added, click Yes to view the new record.


Link to a Proposal in SharePoint


3.   From the dropdown menu select the option to Link to a Proposal In SharePoint. The window will change to display the option selected and enable the Save option, as well as display the dashboard tabs.



4.   Click Browse SharePoint….





5.   Enter your SharePoint credentials:

a.   In the SharePoint URL field, enter the full URL that contains your documents. If you are uncertain where the document is located, enter the highest level folder path.
b.   In the Username field, enter the user name you use to access SharePoint.
c.   In the Password field, enter the password you use to access SharePoint.
d.   Click the Open icon.



4.   Select the document and then click Ok.



5.   Complete at least the mandatory fields (these are shaded yellow) and click the Save icon.



6.   At the prompt that confirms the proposal has been added, click Yes to view the new record.


Link to a Proposal on Your Network


3.   From the dropdown menu select the option to Link to a Proposal on Your Network. The window will change to display the option selected and enable the Save option, as well as display the dashboard tabs.



4.   Click Browse…, select the document, and then click the Open icon.





5.   Complete at least the mandatory fields (these are shaded yellow) and click the Save icon.



6.   At the prompt that confirms the proposal has been added, click Yes to view the new record.