Environmental consultancy proposal Word template

Word proposal template for environmental consultancy (converted from supplied InDesign file).

Word proposal template for environmental consultancy (converted from supplied InDesign file).

Our client, an environment consultancy, had an InDesign document they wanted converted to a proposal Word template. The page layout they had in mind was basically a two-column grid. They also wanted to use full-width tables and place pullout text in the left-hand column.

Matching the visual design in Word was easy. However, the client was concerned that using numerous section/column breaks would be difficult for the 100 or so staff to use. Anything complicated, they said, was out of the question. Could we (a) replicate their design and (b) make it easier to use?

No problem. We replicated the layout by setting the left-hand margin to 6 cm. We then floated full-width elements such as quotations (contained in a text box) and tables across the text column. These elements had a top and bottom text wrap and consequently gave the page layout an overall appearance of a thin/fat, two-column layout. Most importantly, we didn’t use any section or column breaks in the text pages – apart from the front part of the document containing the cover, table of contents, etc. We saved the landscape page along with all tables, breakout boxes, etc. as Quick Parts. Consequently, the template was very easy to use.

We developed several report-style templates for this client. We also created a PowerPoint presentation template and Word CV, letterhead, and press release templates.