Proposal Templates are fundamental to GoProposal. This video show you how to better manage and organise your different proposal templates.
What Are Proposal Templates?
The proposal template will be one of the first things you will select when creating a proposal.
The type chosen will dictate how the PDF looks, the e-mail your prospect or client will receive and many other key elements.
You can have as many different templates as you need to make sure content is tailored to the work you are doing or even the niche you are working with.
Where are Proposal Templates managed?
All proposal templates can be managed within Configure > Proposal Templates & E-mails in the admin area of your app.
Add a new proposal template
Add a new new proposal type and configure the content.
Edit an existing proposal template
Edit an existing proposal template such as the PDF, graphics and e-mails sent. More on everything you can control from the proposal template here.
Duplicate an existing proposal template
This is great when you are happy with your proposal type and want to create different versions for different niches or work orders.
Delete a proposal template
If you need to delete a proposal type.