Overview
Learn how to create and manage reusable templates to ensure all proposals follow your brand’s look and feel.
Steps
Go to Finance → Proposal Template.
Click + Add Proposal Template.
Enter a Name and choose Currency.
Fill the Description field with your standard intro/terms.
Add default Items by selecting products and quantities.
Click Save.
Tips
Name templates descriptively (e.g. “Web Development Basic”).
Include frequently used line items to speed up proposal creation.
Troubleshooting / FAQs
Q: Templates not appearing when creating a proposal?
A: Templates can only be applied at the moment you click Create Proposal; drafts won’t update automatically.