Add a proposal template

Create a standard template

1. In the Navigation Pane, click Proposal Templates.
2. On the Proposal Templates page, click Add Proposal Template. The template's proposal settings will open as a series of tabs. Required settings are marked with an asterisk *.
3. You must complete the settings under Properties first. When you're done, click Create.
4. Click the Integration, Configuration, Estimates, Workflow, Information, and Text tabs to complete the remaining settings.
5. Click Close.

Create a template from a proposal

On the Proposals page, right-click a proposal, then click Create Template. The new template will appear on the Proposal Templates page.

Send comments about this page to ProPricer Technical Support