Proposal Templates are fundamental to GoProposal. This video show you how to efficiently manage and organise your various proposal templates.
What Are Proposal Templates?
Proposal templates are one of the first things you will select when creating a proposal.
The template chosen will dictate how the proposal document looks, the e-mail your prospect or client will receive and other key elements such as testimonials and graphics included.
You can create multiple templates to ensure content is tailored to the work you are providing, or even creating templates for specific niches you are working with e.g. clients in the construction industry.
Where are Proposal Templates managed?
All proposal templates can be found and managed by heading to Configure > Templates & Emails in the admin area of your app.
Add a new proposal template
Add a new new proposal type and configure the content.
Within here you can add testimonials, full page and half page graphics alongside tailoring the introduction and content included in the proposal document.
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
You can duplicate existing proposal templates that you want to re-create This is a great tool for when you want to create different versions for individual niches or work orders.
Delete a proposal template
If you need to delete a proposal template you can easily remove them from your app using the delete button. Please note, any proposal templates deleted will have to be manually re-added on to your app.
If you have any questions, please reach out to us! 😃