After you modify a custom proposals merge template, you add it to your database.
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Modify a Custom Proposals Merge Template
To modify a merge template, you can either save a sample merge template with a new name when you export it, or you can export the sample merge template and then rename it in Word before you save it.
Add a Modified Custom Proposals Merge Template
Custom Proposals comes installed with a set of sample merge templates, which you can modify. To make your modified merge templates available for use in custom proposals, you must add them to your database.
