To set the Proposal Template as a default template for generating proposals, select the proposal and click ‘Make Default’.
To edit the proposal template, select the proposal template and on the ‘Actions’ click on ‘Pencil and notebook’ icon.
To delete the proposal template, select the proposal template and on the ‘Actions’ click on ‘bin’ icon.
To duplicate the proposal template, select the proposal template and on the ‘Actions’ click on the ‘clone’ icon.
