Save Proposal as Template Dialog Box
After you finalize the layout on a proposal, use the Save Proposal as Template dialog box to save the proposal as a template that can be used when creating new proposals. This ensures consistency and saves time when creating multiple proposals with similar criteria.
If the template has records, you can leave the records as drafts if you want them to continue to be updated with changes from the hub. For example, if an employee's title changes, you would want his resume that is included within a proposal template to be updated with that change.
When you save the template, this information is saved from the proposal and applied when the new template is used for a new proposal.
- Organization
- Proposal Manager
- Source
- Type
Pages: All pages with the same page properties, but the proposal name and client name must change.
Elements
- Text Blocks
- Images
- Lines
- Section Breaks
- Records and field options or placeholders
- Layout of pages and records
- Document Properties
- Page Properties