Once you have used the custom proposal templates in your proposals, you may have learned some things to incorporate into the templates. Maybe add a few more sections and tweak the customization settings for some sections.
The instructions in this article apply to Project Proposal templates, Service Proposal templates, and Change Order templates.
To edit a proposal template, go to "Settings > Proposal" and click the 3-dot menu of the template and click "Edit." This will open the interface with the template design options and options to add or remove proposal sections.
Editing a template is similar to editing the proposal. Check out these articles to understand the options for editing and updating the template.
Sections in the proposal (this will give you a good understanding of the sections you can add to the template.)
Editing the proposal (this will help you understand how to set colors and fonts and work with proposal sections.)
Customizing proposal sections (this will explain how to tune the proposal sections to your customers' expectations by tweaking the settings of the sections.)
Once you edit and save the template, the changes will be seen in the future proposals to which you will apply the template.
If you want to apply the updated template to an existing proposal, go to the "Edit proposal" view, temporarily change the template to another template, and then change it back to the updated one.