Copy a Proposal Template

Copy an existing proposal template to use current template data as the basis for a new template. This is useful when you have multiple proposal templates with similar criteria.

This option displays if your enterprise uses CRM Plus.

To copy a proposal template:

1. In the Navigation pane, go to Proposals > Templates and select the proposal template that you want to use as the basis for the new template.
2. Click Options at the end of the template's grid row and select Copy.
3. On the Copy Proposal Template dialog box, define the new proposal template's:
   • Name: Enter a unique name for the template.
   • Category: Select a category for the template. Use the categories to organize the templates by function. You can also search the templates by category. Your administrator defines proposal categories in List Settings.

   The Description populates with the description from the original element.

4. Click Continue to open the proposal builder and modify the proposal as needed.