Proposal settings: Text

The Text tab has a built-in editor to create proposal-wide text from scratch, or to import text from a file on your computer.

The text editor contains many standard functions found in a modern word processor. If you hover your cursor over a button or field in the editor, a description of its function will appear.

Typically, the Text proposal settings are for creating or importing the request for proposal (RFP), which would:

• Show how the work in the proposal will be broken down.
• Provide the statement of work (SOW) text that can be added to individual proposal breakdown structure (PBS) elements and their tasks.
• Include the proposal submittal requirements.

When you add the SOW to PBS elements, you can retrieve your proposal text instead of typing everything in the text editor.