Create a unique Diligence Proposal

  • Status: Closed
  • Hadiah: $510
  • Penyertaan diterima: 5
  • Pemenang: ChiemiDesigns

Ringkasan Peraduan

I am looking to revamp our diligence proposal. I am going to add in a few examples that we currently use.

The diligence proposal is used to present to prospects or clients after reviewing all of their insurance policies. We show clients and prospects what their insurance policy covers, what it does not cover, and how we recommend structuring the policies moving forward.

We mainly cut and paste the policy language from a PDF, and need the proposal to be static so no one preparing it can change the formatting. Please let me know if you have any questions. Thanks!

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Penyertaan teratas dari peraduan ini

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Papan Penjelasan Umum

  • JamesDills
    JamesDills
    • 2 bulan yang lalu

    Please go through Entry #17. I believe it has what you seek.

    • 2 bulan yang lalu
  • Bmhasan
    Bmhasan
    • 2 bulan yang lalu

    #24 Please Check All Slide

    • 2 bulan yang lalu
  • ChiemiDesigns
    ChiemiDesigns
    • 2 bulan yang lalu

    Hi Contest Holder. The folder view is just a mockup since we can't post actual pdf or word docs here. It's a pdf with locked formatting and editable text. also available as MS word with locked formatting and editable text. thanks

    • 2 bulan yang lalu
  • sumaiya505
    sumaiya505
    • 2 bulan yang lalu

    Hello contest holder,
    Is it possible for you to break down what exactly you are looking for, seems like everyone has been having similar issues. Once I get the clear idea of what you are looking for, I will definitely be able to help. Thank you in advance.

    • 2 bulan yang lalu
  • hshreef
    hshreef
    • 2 bulan yang lalu

    Hello, is there any do's and don'ts you want to clarify in this project we are making for you?
    Submitting my entry in two days maximum.
    Thank you.

    • 2 bulan yang lalu
    1. fbsolv
      Penganjur Peraduan
      • 2 bulan yang lalu

      Thanks so much! The one thing I am noticing is people are putting this into a Folder format. I love the design I am seeing but this "Diligence Proposal" will be printed out in a PDF and the data will change for every client so it needs to be able to be manipulated. Does that make sense?

      • 2 bulan yang lalu
  • eduardofranqueza
    eduardofranqueza
    • 2 bulan yang lalu

    Is there a specific area of ​​the docx files (GCATS Diligenc DO EO and GCATS PC Diligence) that should not be modified?

    • 2 bulan yang lalu
    1. fbsolv
      Penganjur Peraduan
      • 2 bulan yang lalu

      No it can be modified as much as you like. In the new document I want that area to be static so the formatting cannot be changed. Does that make sense?

      • 2 bulan yang lalu
  • JamesDills
    JamesDills
    • 2 bulan yang lalu

    Is it correct to say, you want a single document that combines the powerpoint presentation that informs about your company(SOLV Diligence Deck, currently in pdf) with the other Diligence docs?

    • 2 bulan yang lalu
    1. JamesDills
      JamesDills
      • 2 bulan yang lalu

      I have found your feedback very valuable and have promptly gotten to work. My submission(s) will be in soon.

      • 2 bulan yang lalu
    2. JamesDills
      JamesDills
      • 2 bulan yang lalu

      Thank you!

      • 2 bulan yang lalu
  • JamesDills
    JamesDills
    • 2 bulan yang lalu

    If yes, wouldn't PDF submissions be more appropriate instead of the recommended PNG, JPG or GIF formats?

    • 2 bulan yang lalu
    1. fbsolv
      Penganjur Peraduan
      • 2 bulan yang lalu

      I don't really care what format it is in. Thanks!

      • 2 bulan yang lalu
    2. TheGuyver2040
      TheGuyver2040
      • 2 bulan yang lalu

      From what I was told, contest holders have little to no control over the file types. Freelancer Support’s contest department is responsible for what file types are accepted as entry submissions for any given contest.

      • 2 bulan yang lalu
  • demonstratorman
    demonstratorman
    • 2 bulan yang lalu

    which one is the document you want to revamp?

    • 2 bulan yang lalu
    1. fbsolv
      Penganjur Peraduan
      • 2 bulan yang lalu

      I would like to combine the "SOLV Diligence Dec" and the "Diligence EO DO" docs. The "Diligence Dec" piece should be more of a creative story of who we are, and the "Diligence EO DO" pages are the actual audit information/content we are presenting to our client.

      • 2 bulan yang lalu
    2. fbsolv
      Penganjur Peraduan
      • 2 bulan yang lalu

      Does that make sense?

      • 2 bulan yang lalu

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