Rename a Template

Use the Rename option to change the name of a proposal template.

This option displays if your enterprise uses CRM Plus.

To rename a proposal template:

1. In the Navigation pane, go to Proposals > Templates and select the proposal template that you want to rename.
2. Click Options at the end of the template's grid row and select Rename.
3. On the Rename Template dialog box, enter a new name for the template and click Rename. The template's name is updated on the grid.