Proposal templates are essential in GoProposal. They define the structure and content of your proposals, including the PDF layout, email content, testimonials, and graphics. You can create multiple templates to tailor proposals for different services or client niches, such as construction or professional services.
Where to find templates
Go to Configure and select Templates & Emails.
Add a new proposal template
Create a new template and configure its content, including:
Testimonials
Full-page and half-page graphics
Introduction text and proposal sections
Edit an existing proposal template
Update elements such as:
Proposal PDF content
Graphics
Emails sent to clients and staff
Duplicate a proposal template
Use duplication to create variations for specific niches or work types without starting from scratch.
Delete a proposal template
Go to the Configure section in your GoProposal account
Select Templates & Emails to access your template library
Locate the template you want to remove
Click Actions on the right-hand side of the template
Choose Delete to remove the template from the list
📌Note: You'll need to recreate the deleted templates manually if required later.
Best Practices for Template Customization
Regularly review your templates to ensure they align with your current business needs
Clearly label templates to indicate their purpose (for example, Signature Required or No Signature Needed)
Remove outdated or unused templates to keep your library streamlined
Need Support?
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