- Upon finalizing the line items, hours, and the total, convert the
proposal to a PDF.
- Close the Word Document; keep the PDF open. Move the PDF to one
screen, if you have multiple screens; otherwise, open it to only
half your screen.
- Open the static proposal PDF in the other screen (if you have
multiple screens) or in the other half of your screen.
- Click on the page thumbnail in both PDFs. If you do not see this,
right-click in the gray area to the left of the document and select
“Reset Panels.”
- From the Static Proposal PDF, click – while holding the shift key
down – the page thumbnails for pages 1-4.
- Drag and drop these 4 page thumbnails in between page thumbnails 2
and 3 of the Proposal PDF (in between the Table of Contents and the
Line Items).
- Go back to the Static Proposal PDF and scroll through the page
thumbnails to the Appendices section. This section, pages 18-24,
includes information on the CMS systems (DotNetNuke, WordPress and
Drupal). Depending on the CMS system proposed, information on the
other two systems will need to be removed. If the proposed system is
DotNetNuke (DNN), delete the WordPress (WP) and Drupal pages (pages
20-24, but double check). While holding down the shift key, select
these pages, right click and select delete.
- Now that the unnecessary pages have been removed from the Static
Proposal PDF, select the “Case Studies” page thumbnail (page 5) and,
while holding down the shift key, select all pages that follow it to
the end.
- Drag and drop the page thumbnails selected to the end of the
Proposal PDF (after the proposal line items).
- You may now close the Static Proposal PDF. You will not need to save
changes. Return to the Proposal PDF and save.
- Go to page 2 of the Proposal PDF – Table of Contents. We will now
create hyperlinks to each section. (I find it helpful to zoom out to
75%).
- Select the link tool. (To located the link tool, go to “View >
Toolbars > Advanced Editing.”)
- Select “Executive Summary” (draw a rectangle around the text with
the tool).
- “Create Link” window will appear. Select “Invisible Rectangle” for
link type and “Invert” for highlight style. Select “Go to a page
view” for link action. Click “next.”
- Go to the “Executive Summary” page. Select the view for how you
would like it viewed when the hyperlink is clicked. Once you have it
set, click “Set Link.”
- Follow steps 14 and 15 for each TOC section: Executive Summary,
Proposal Line Items, Case Studies, References & Testimonials, and
Appendices.
- Save the PDF. You’re done!