Use the Actions bar in Templates to edit and save proposal template information or export a proposal to a PDF file.
Commonly Used Actions
Click the buttons on the Actions bar to quickly access commonly performed actions.
| Field | Description |
|---|
| Save
|
Click
Save to save the proposal record.
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Other Actions
Click the
Other Actions menu to choose other tasks.
| Field | Description |
|---|
| Export Template
|
After generating a proposal template, click
Export Template to export it in an Adobe Acrobat Portable Document Format (PDF) file and save it for reuse (printing, emailing, and so on). The PDF file opens in your browser. Your browser settings determine how the PDF is opened. For example, the PDF may open in a browser tab or in Adobe Acrobat.
If you export a proposal that has draft records, you will be given an option to finalize records before exporting. You should leave records as drafts if you would like them to continue to be updated with changes from the hub. For example, if an employee’s title changes, you would want his resume in a proposal template to be updated with that change.
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| Copy Template
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Click
Copy Template to copy an existing proposal template to use as the basis for a new template. This is useful when you have multiple similar proposal templates.
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| Save and Exit
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Click this option to save the proposal template and exit the Templates application.
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