Proposal templates are a powerful tool for creating new proposals efficiently.
By using proposal templates, you can standardize your team's processes and save time.
Creating a template from a proposal
Create a new proposal or edit an existing proposal draft based on the services you wish to offer
Click on the Save as template button at the bottom of the screen
Name your template and click Save.
The template will now appear on your proposal templates page.
Creating a template from scratch
Go to the proposal templates page
Click on Create template
Build it out based on the services you wish to offer
Click on the Save template button at the bottom.
The template will now appear on your proposal templates page.
Editing a template
Go to the proposal templates page
Choose a template and click Edit by using the 3 dots menu
Edit the template based on the services you wish to offer
Click on the Save template button at the bottom
Using a template
Using a template can be done in two ways:
Selecting a template from the proposal templates page and clicking Use template
Clicking the down arrow of the Create proposal button anywhere in the platform and clicking Start from template.