Fields and Options
Use the templates and element group options to create reusable information and elements for your proposals.
- Related Topics:
- Templates Form
Use the Templates form to create and maintain templates and element groups for use in custom proposals. - Add Proposal Template Dialog Box
Use the Add Proposal Template dialog box to enter the name, description, and associated category for a template that will be saved for reuse. - Copy Proposal Template Dialog Box
Use this dialog box to copy and save an existing proposal template as a new template. - Save Proposal as Template Dialog Box
After you finalize the layout for a proposal, use this dialog box to save the proposal as a template for creating other proposals. This ensures consistency and saves time when you need to build multiple proposals with similar criteria. - Rename Template Dialog Box
Use this dialog box to save an template with a new name. - Element Groups Dialog Box
Use the Element Groups dialog box to create and save element groups for use with Proposals. - Add Element Group Dialog Box
Use the Add Element Group dialog box to enter the name, description, and associated category for an element group that will be saved for reuse. - Copy Element Group Dialog Box
Use this dialog box to copy and save an existing element group as a new element group. - Rename Element Group Dialog Box
Use this dialog box to save an existing element group with a new name. - Export to PDF Dialog Box
Draft records are useful for proposals that you send to team members for review. The drafts continue to be updated as contributors change the records. If you attempt to export a proposal that includes draft records, you are prompted to finalize them on the Export to PDF dialog box.
Parent Topic: Proposal Templates and Element Groups