Actions for the Templates Form

Use actions to edit and save information about proposal templates and element groups, or to export a proposal as a PDF.

Actions

Field	Description
Save	Click this action to save the proposal template or element group.

Other Actions

Field	Description
Export Template/Element	After you generate a proposal template or element group, click this action to export it as a PDF and save it for reuse (printing, emailing, and so on). Your browser settings determine whether the PDF opens in a browser or in a PDF viewer. If you export a proposal that includes draft records, you can finalize those records before you export the proposal. However, you may want the draft records to remain as drafts so that you can continue to update them with changes in the hubs. For example, if an employee’s title changes, you would want the employee's resume in a proposal template to be updated with that change.
Copy Template/Element	Click this action to copy an existing proposal template or element to use as the basis for a new record. This is useful when you have multiple proposal templates or elements that are similar.
Save and Exit	Click this action to save the proposal template or element and exit the application.