Revian's proposal builder helps you create professional, branded proposals in minutes. Start from a template, customize your pricing, and send it off for approval. Here's everything you need to know about building proposals that win deals.
Proposal builder overview
The proposal builder is a visual editor that walks you through each section of your proposal. You can access it from any deal record by clicking Create Proposal, or from the Proposals tab in the main navigation.
Each proposal includes these sections:
- Cover letter - Your personalized introduction to the prospect
- Pricing table - Line items with quantities, prices, and totals
- Terms and conditions - Legal language and payment terms
- Signature block - Space for electronic signatures (optional)
As you build, a live preview shows exactly what your recipient will see. Toggle between desktop and mobile views to ensure it looks great on any device.
Working with templates
Templates save time by pre-filling common elements. When you create a new proposal, you'll choose from your available templates.
What templates include
- Default line items with standard pricing
- Pre-written cover letter language
- Terms and conditions text
- Branding elements (logo, colors, fonts)
- Discount limits and approval thresholds
Admins can create and manage templates in Settings. Most teams create templates for different product lines, deal sizes, or customer segments.
Pricing tables and line items
The pricing table is the heart of your proposal. Each line item includes four fields:
- Product - The name of what you're selling
- Description - Additional details or specifications
- Quantity - How many units
- Unit price - Price per unit
Revian automatically calculates the line total (quantity times price) and the grand total for all items. You can add, remove, or reorder line items as needed.
Tip: Pull line items from your Catalog for consistent pricing, or enter custom items for one-off deals.
Multiple pricing options
Sometimes prospects want to compare packages. The proposal builder supports up to three pricing options that display side by side.
Example
Show Option 1 (Basic), Option 2 (Professional), and Option 3 (Enterprise) with different feature sets
Recipients can easily compare packages and select their preferred option directly in the proposal.
Each option has its own pricing table, so you can vary the line items, quantities, and prices between options. When the prospect accepts, they choose which option they want.
Cover letter and terms
The cover letter appears at the top of your proposal. Use it to personalize your message, summarize the value proposition, and set context for the pricing that follows.
Terms and conditions appear at the bottom. This section typically includes:
- Payment terms (Net 30, due on receipt, etc.)
- Contract duration and renewal terms
- Cancellation policy
- Legal disclaimers
Both sections support rich text formatting. You can also insert merge fields to automatically pull in deal and contact information.
Discount management
Apply discounts at the line item level or as a total discount on the proposal. You can enter discounts as a percentage or a fixed dollar amount.
To protect margins, admins can set discount thresholds on templates. When a rep applies a discount above the threshold, the proposal enters an approval workflow.
Approval workflow
- Rep creates proposal with discount above threshold
- Manager receives approval request notification
- Manager reviews and approves or rejects
- Rep can then send the approved proposal
You'll see the approval status at the top of the proposal. Pending approvals block sending until a manager takes action.
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