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How To Edit A Proposal Template
How To Edit A Proposal Template

Find out how to edit a proposal template including the PDF content, e-mails and key settings.

Russell Henderson avatar
Written by Russell Henderson
Updated over a week ago

In GoProposal, you can create as many different Templates as you like, so you can diversify your content for different niches, types of work or even teams.

You will choose the Template you want to use when first creating a proposal.

Templates control the proposal PDF content, what the e-mails to your client will say, and how they will approve the documents and more.

Where To Edit A Template

Step 1. Go to Configure > Templates and E-mails

Step 2. Select edit or 'add template' to amend or create a template.

A pop-up box will appear allowing you to configure key aspects of this proposal.

Editing Your Templates

  • Basic Settings - configure the proposal name, the proposal type, the minimum monthly fee, the documents you would like to send over and redirect functionality.

  • PDF Content - control the content that appears in the proposal PDF, such as the introductory text and graphics.

  • E-mails - dictate the e-mail content that goes out with the proposal. You may want this to differ for a new proposal compared with one for a fee review, for example.

  • Acceptance - decide how you would like your clients to approve their proposals when using this template.

If you have any questions, please reach out to us in the chat box below! 😃

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