Proposal Templates

What it does

Proposal Templates let you save your best proposals as reusable templates. When creating a new proposal, select a template to pre-fill the content and structure, then customise it for the specific opportunity.

Key actions

• Create templates from your best proposals
• Use templates when creating new proposals
• Edit and duplicate templates
• Delete templates you no longer need

Getting started

Go to Proposals > Templates. Create a template with your standard proposal structure, or save an existing proposal as a template.