Proposal Templates

Proposal Templates

Templates let you save a proposal structure and reuse it for future proposals, saving you time on layout and boilerplate content.

Saving a Proposal as a Template

1. Open a completed proposal in the builder.
2. Click Save as Template in the toolbar or settings panel.
3. Give the template a name and optional description.
4. Click Save Template.

Creating a Proposal from a Template

1. Click New Proposal.
2. On the creation screen, select Start from Template.
3. Choose your template from the gallery.
4. Click Use Template — the builder opens with the template content pre-loaded.

Managing Templates

• View all templates under Templates in the navigation.
• Edit a template by opening it — changes apply to future proposals only, not existing ones.
• Delete a template from the template list — existing proposals using it are unaffected.

Tips

• Create templates for each service type you regularly quote (e.g. "Website Design", "SEO Retainer").
• Leave pricing table rows empty in templates — fill in prices when creating each proposal.