Default Proposal Templates

Have a favorite proposal template? Make it your default!

Kimberly Craven avatar
Written by Kimberly Craven
Updated over a week ago

Saving a Template as Default

Created a template so amazing that you want to use it for all of your proposals? Simply set this template as your default. Begin by navigating to the template manager by either selecting Manage Templates in the template menu within the proposal preview, or go to settings, and in the Proposal section, select Proposal Templates. Then just click on the ellipses next to your favorite template and select "Set as default".

Whats Next:

  • Changing Templates

  • Editing Templates

  • Creating New Templates

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