Are you looking to boost your proposal template up a level? Take potential customers through an elevated experience by enhancing your proposal template with Canva, GIFs and embedded video clips. With Releventful, you can incorporate a beautifully branded Canva design or engaging video directly into your proposal template to better showcase and sell your services.

Do you already have a branded proposal brochure created in Canva to showcase your services? Incorporate this existing design into your Releventful proposal template. Follow the steps outlined below to download your Canva design and insert it into the proposal template builder to create an engaging proposal process for your leads.

1. Locate a proposal design within Canva.

2. Customize this template to your business brands and values.

3. When your design is ready, select the Share button in the upper right-hand corner of Canva.

4. Select Download.

5. Select JPG or PNG (JPG is preferred).

6. Select Download at the bottom of the window to save the file.

7. The download will provide a zipped file of multiple images from the proposal design. Unzip the folder to locate all of the images.

8. Save the images somewhere you can easily locate them when building your proposal template within Releventful.

1. Once your Canva design is saved to your device, login to Releventful to complete your proposal template.

2. In Releventful, select the Templates icon in the left-hand navigation bar.

3. Select Proposal Templates in the list that appears.

4. Select Add New Proposal Template in the upper left-hand corner.

5. Select the blank template from the pop-up menu that appears.

6. In the template builder, select the + at the top of the page.

7. Select One Column (Text & Image) under the layout options.

8. Edit this newly added field by hovering over it and selecting the edit pencil.

9. Drag and drop the images from the unzipped Canva folder into this text box.

10. For each image, select the image and select the ruler or "change size" icon. Set the number to 100% to ensure the image is automatically resized for all devices.

11. Select Close in the lower left-hand corner when this is completed to return to the proposal template editor.

💡Pro Tip: Instead of using this as a static brochure of Canva images, add in selection options with the proposal template editor for your various packages and add-ons. This will create an interactive experience for your clients as they review your Canva proposal and make selections on services they are interested in for their event. For more information on the proposal template builder, please refer to the Designing Proposal Templates article.

Incorporate GIFs and videos into your proposal template for a dynamic display. Choose to replace the static image for a package or add-on, or insert these items into the descriptions for your services.

Follow the steps below to replace the static thumbnail for a package or add-on with a GIF or embedded video:

1. Add the package or add-on display field to the proposal template via the + button to insert packages and add-ons to the template.

2. Edit the field and select the packages and/or add-ons that you want displayed in the field.

3. Scroll down to the image area and select select Use Custom Image.

4. In the field that follows, select More Misc. on the toolbar (three dots to the far right-hand side).

5. Select HTML Code View that appears in the list that follows:

6. Enter or paste the video embed code into the box.

7. When completed, select the Code View button to leave the HTML editor to return and see the video thumbnail in the box.

ℹ️ Note: You can change the size of the video thumbnail within the embed code. Change the width and height to the desired size.

Follow the steps below to add an embedded video to a package or add-on description field:

1. Locate and copy the embed code for the video that you want to insert.

2. Within Releventful, edit the package or add-on and navigate to the description field. This can be done via the packages and add-ons menu or from directly within a proposal template.

3. Within the description field, select More Misc. on the toolbar (three dots to the far right-hand side).

4. Select HTML Code View that appears in the list that follows:

6. Enter or paste the video embed code into the box in the desired area.

7. When completed, select the Code View button to leave the HTML editor to return and see the video thumbnail within the description field.

Follow the steps below to add a GIF to a package or add-on description field:

1. Locate and copy the GIF you want to insert. We recommend using GIPHY.

2. Within Releventful, edit the package or add-on and navigate to the description field. This can be done via the packages and add-ons menu or from directly within a proposal template.

3. Paste or drag and drop the GIF into the description field.

4. Save your changes to the package or add-on.