Create Proposal Templates

You can create proposal templates from scratch, from existing templates, or from existing proposals.

To create... Do this...
A new template that specifically reflects your company's styles including page layouts, font settings, graphics locations, and other details Click Proposals > Templates > + Add Proposal Template to create brand new templates in the Templates application.
A new template from an existing template Click Proposals > Templates and click Options > Copy at the end of the template's grid row. You can then edit and save the copied template to create a new template.
A new template from an existing proposal After you build a proposal in Proposals > Custom Proposals, click Other Actions > Save Proposal as Template to save the proposal as a template. This is useful to quickly create a template that reflects the requirements that are included in a proposal that you have previously generated and saved.

Related Topics:

  • Create a New Proposal Template
    Create a new proposal template from scratch in the Custom Proposals > Templates application. You can define the template's properties and add proposal elements, records, and other information for reuse.
  • Save Proposal as a Template
    After creating a proposal, you can save it as a proposal template and reapply the format and structure to future proposals. This is useful when you have multiple proposals with similar criteria.
Parent Topic: Work with Proposal Templates