Proposal Templates
Proposal Templates
3 Articles
Importing Proposal Templates from the Library
Last Updated: May 9, 2025Under the Template module, click ‘Proposal’ tab and click on ‘Import from Library’ button for a new pop-up to appear. Select the...
Creating a Proposal Template from Scratch
Last Updated: June 2, 2025Under the Template module, click ‘Proposal’ tab and click on ‘Add New Template’ button for a new pop-up to appear. Go to...
Setting Default, Editing, Deleting, & Duplicating Proposal Template
Last Updated: June 2, 2025To set the Proposal Template as a default template for generating proposals, select the proposal and click ‘Make Default’. To edit the...