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.
Video
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Learn how to create a template from a proposal. |
- Related Topics:
- Create Proposal Templates
You can create proposal templates from scratch, from existing templates, or from existing proposals. - Copy a Proposal Template
Copy an existing proposal template to use the template data as the basis for a new template. This is useful when you have multiple proposal templates with similar criteria. - Edit a Proposal Template
You can update an existing proposal template. - Rename a Template
You can change the name of a proposal template. - Delete a Proposal Template
You can delete a proposal template from the database. - Create a Proposal from a Template
Proposal templates provide a framework for quickly and efficiently creating new proposals. You can create proposal templates in the Templates builder base them on existing proposals in Custom Proposals.
Parent Topic: How to...