Fields and Options
Use the templates and master elements options to create reusable information and elements for your proposals.
Related Topics:
- Save Master Element Dialog Box
Use up to 35 words to describe this conceptual topic. Write complete sentences. - Copy Master Element Dialog Box
Use up to 35 words to describe this conceptual topic. Write complete sentences. - Add Master Element Dialog Box
Use up to 35 words to describe this conceptual topic. Write complete sentences. - Templates Action Bar
Use the Actions bar in Templates to edit and save proposal template information or export a proposal to a PDF file. - Templates Form
Use the Templates form to create and maintain templates and master elements that can be used with Custom Proposals. - 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. - Save as Master Element Dialog Box
Use up to 35 words to describe this conceptual topic. Write complete sentences. - Export to PDF Dialog Box
This dialog box displays when records that are selected for export are still in draft mode.
Parent Topic: Proposal Templates and Master Elements