Templates Form
Use the Templates form to create and maintain templates and element groups for use in custom proposals.
Video
| Title | Description |
|---|---|
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Learn how to create a template from a proposal. |
- 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 element group 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 element groups.
Parent Topic: Fields and Options