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Exceller ProposalHelp 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 nd helpful information to modify this le to t your needs.

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!

Cover Layout

Project Scope

Services Page

Project Description and Specications Project Timeline

Process Explanation Pages (2) Graphic & Web

Project Budget

Proposal Agreement and Payment Information

Oers and Bundles Page

About Us Page

Testimonials Page

Mini Portfolio Page

Back Cover

Features

Contents

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Specification

Fonts Used

Text

Color

Document Size: US Letter and A4 Formats

300 dpi

InDesign CS or above

Excel 97 or above (for Quote purpose but not a must)

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

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 nd 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.

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. 1 Paragraph Styles.

Ctrl or Cmd + F11

img. 2 Color Swatches.

Ctrl or Cmd + F5

How to Customize your template

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Images

Timeline & Budget Tables

Project Budget

Photos and Icons

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

Page number ve contains a table which species 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 modied the same way but it has a very useful feature I

am referring next in this le. Refer to img. 3.

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 le called Quote.xls. Open this le and you can modify any value of any itme

and any item can be modied also. The advantage when you edit this sheet is that total values will be calculated

automatically. Once you save the Excel le 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 le. But when you

change somethin in the excel le, everithing changes in InDesign to be accurated with Excel sheet.

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.

img. 3 Table Styles.

Windows > Styles > Table Styles

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