Edit a Proposal Template

You can update an existing proposal template.

This option displays if your enterprise uses CRM Plus.

To edit a proposal template:

  1. In the Navigation pane, go to Proposals > Templates and select the proposal template that you want to edit.
  2. Select the template's grid row and click [EDIT ICON] or Options > Edit. The template opens in the Proposal Builder.
Parent Topic: Work with Proposal Templates