Templates Form
Use the Templates form to create and maintain templates and master elements for use in custom proposals.
- Related Topics:
- Display the Templates Form
You display the Templates form in the Proposals application. - Actions Bar of the Templates
Use the Actions bar options to edit and save proposal template and master element information or to export a proposal to a PDF file. - Contents of the Templates Form
The Templates form contains two grids, one for creating and maintaining proposal templates and the other for creating and maintaining master elements.
Parent Topic: Fields and Options