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

When working on a proposal, you can manage everything having to do with proposal templates by clicking on the template icon in the upper right hand corner of the proposal preview.

Within this menu, you can view the name of the template you are currently working in, save this template if updates have been made, save your proposal as a new template, change templates and manage templates.

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