Saving A Proposal As A Template

Be sure you take advantage of this feature. Just like saved sections can cut down on your build time, if you use the same general setup in a proposal every time, turn that into a template!

The Templates Tab

The templates tab allows you to see all of your saved templates, edit them as needed, and begin a proposal straight from this list.

  1. Create a new template is just like building a proposal, except you will not have the options to send it.
  2. Action buttons allow you to start a proposal with the template, edit the template, or delete it.