Preview a Proposal Template

When you use a template as the basis of a new proposal, you can preview the template before making your selection.

To display the proposal template preview dialog box:

1. In the Navigation pane, select Proposals > Custom Proposals.
2. On the Actions bar of the Custom Proposals form, click + New Proposal.
3. On the New Proposal dialog box, use the Template option to select an existing proposal template.
4. Click the Preview link.
   A preview of the selected template displays on the Proposal Template Preview dialog box, where you can view the different proposal pages and zoom in or out on each page.