How to...
Use proposal templates and element groups to create and save new templates and groups of elements for proposals.
- Related Topics:
- Work with Proposal Templates
Use templates to create and track effective and winning proposals. You and your fellow team members can re-use templates to create new proposals that are based on your firm's business requirements. - Work with Element Groups
Use element groups to save groups of elements for reuse across multiple proposals. By providing layouts that are already set up and ready for use, element groups save time and enable consistency.
Parent Topic: Proposal Templates and Element Groups