Sales Proposal (v1) Option Template

How to create and use options templates in the sales proposal tool

Ian avatar
Written by Ian
Updated over a week ago

Templates will be released on Sales Proposal 2.0 in Late June - Early July 2023.

Proposal options can be saved as a template to be used later on other proposals.
Data saved on the template includes:

  • Hero image

  • Title

  • Description

  • Line items

  • Discounts

Customer data, schedule info, tags, or any other data associated to the proposal its self will be not saved.

Creating an option template

Option templates are created out of options on proposals. Build out an option on a new proposal with a title, description, photo, line items, and any discounts that may be included. Once it's ready to save, select the button in the top right and select "Save as template"

Using an option template

When creating a new option, select the "select from template" button.

 This will open a page with all saved templates. Select the template you want to add and press "Done"

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