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Edit a Microsoft Excel business proposal PDF

Good proposals are reused and tailored. Swap the client's name and logo, adjust the scope, update the pricing table and dates, and send a document that looks designed for them. If it was made in Microsoft Excel, you can edit the PDF itself. Numbers in cells keep their right alignment as you edit. Formulas are not kept in a PDF, so totals must be updated by hand.

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How to do it

  1. 1.Open the business proposal PDF exported from Microsoft Excel in MythosPDF.
  2. 2.Click the text you want to change and type.
  3. 3.Press Enter to save, then Export PDF.

What people change in a business proposal

  • • Client name and logo on the cover
  • • Scope of work and deliverables
  • • Pricing table rows and totals
  • • Timeline dates
  • • Validity date and contact person

How Microsoft Excel writes PDFs

  • • Cells become positioned text with grid lines drawn around them.
  • • Numbers are right aligned inside their cells.
  • • Each sheet area becomes one or more pages.

Pricing tables that stay aligned

Amounts in right aligned columns grow to the left, so totals still line up after you change a figure. Add or delete rows for optional extras.

Swap the logo cleanly

Remove the previous client's logo and add the new one, then drag and resize it into the same spot.

Questions people ask

+Can I add a new section?

You can add paragraphs and bullets within existing sections. Large new sections are easier in the original design file.

+Can the client sign the proposal?

Yes. They can open it in MythosPDF and use Sign.

Edits in Microsoft Excel PDFs
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