Whether you only want one proposal template throughout your company or want everyone to have their own versions, using templates will empower you to be very efficient in creating, presenting, and winning proposals!

Create a Proposal Template from Settings

We provide some default templates based on the company information you provide during the sign-up process. You can always add more templates using the Settings > Proposal > Proposal templates workflow.

Check out this article for how to create Proposal Templates from scratch.

Create a Proposal Template from an existing Proposal

When working on a proposal, you can manage everything having to do with proposal templates by clicking on the “Template icon” on the proposal preview banner. Within this menu, you can view the name of the template you are currently working on, save this template if updates have been made, save your proposal as a new template, change templates, and manage templates.

What's Next:

Did this answer your question?