- Free
Proposal Templates 101
Have you ever wondered what the style settings in Microsoft Word can do? In this tutorial, you're going to find out! In a few short lessons, we will show you how to create the following in Microsoft Word:
A proposal narrative template
A proposal cover sheet
Proposal checklists
In addition to accessing instructions to create your own templates, you will be able to view and download sample templates.
Description
This course will help you master several features of Microsoft Word to streamline your proposal development process. You'll learn how to set style settings for consistent formatting, tips and tricks for creating a customizable cover sheet, and how to prepare a proposal checklist with fillable check boxes (i.e., the check boxes can actually be checked in the digital file!).
As part of this course, you'll have access to three sample templates, three detailed lessons as PDF files, and links to additional resources. You can view all the files online or download them. Additionally, we've included some short video files to demonstrate some of Word's features.
As part of this course, you'll have access to three sample templates, three detailed lessons as PDF files, and links to additional resources. You can view all the files online or download them. Additionally, we've included some short video files to demonstrate some of Word's features.
Contents
Introduction
This course covers the basics of creating templates in Microsoft Word that you can use to facilitate the process of creating your next proposal. To begin, we're providing resources and tips on how to work with various word processing programs and resolve common formatting issues.
Instructions for Preparing Templates
In this section, you will learn how to create templates for a proposal narrative section, your proposal's cover page, and a proposal preparation checklist. For each template, you will have access to detailed instructions and a sample.
Create a Proposal Narrative Template
Create a Cover Page
Create a Proposal Checklist
Additional Resources on the Peak Proposals Website
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