Fields and Options
Use the templates and master elements options to create reusable information and elements for your proposals.
- Related Topics:
- Templates Form
Use the Templates form to create and maintain templates and master elements 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. - Master Elements Dialog Box
Use the Master Elements dialog box to create and save master elements for use with Proposals. - Add Master Element Dialog Box
Use the Add Master Element dialog box to enter the name, description, and associated category for a master element that will be saved for reuse. - Copy Master Element Dialog Box
Use this dialog box to copy and save an existing master element as a new master element. - Rename Master Element Dialog Box
Use this dialog box to save an existing master element 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 Master Elements