How to...

Use Proposal Templates and Master Elements to create and save new templates and groups of elements for proposals.

Related Topics:

  • Work with Proposal Templates
    The Templates application streamlines the proposal production process, allowing you to create and track effective and winning proposals. These templates can be re-used to create new proposals based on your firm's business requirements.
  • Work with Master Elements
    Use the Master Elements grid to create or update master elements for use with proposals and templates.
Parent Topic: Proposal Templates and Master Elements