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:
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"
Having trouble finding what you need?
Use the blue bubble to reach out to our chat team for live customer support. If you’d prefer to talk it out over the phone, call our support number at 858-842-5746.