Most of your proposals say similar things: who you are, how you work, what things cost. A template keeps that ready, so each new proposal starts from your best version rather than a blank page, and your team quotes the same way.
Before you start
Owners, admins and managers can create, edit, duplicate and delete templates. Everyone who can create a proposal can start one from a template. See Members and roles.
Save a proposal as a template
You make a template from a proposal, so write one you're happy with first.
- Open the proposal and choose Save as template.
- Under Save as, choose A new template.
- Give it a Name and, if it helps, a Description of when to use it.
- Choose Save template.
The template keeps the document as it stands: the hero, the page content, the priced lines and the wording. It doesn't keep the deal, the recipients or the currency.
Save as template waits while the proposal is saving, because the template copies what's saved.
Update a template from a proposal
To replace a template with a newer proposal:
- Open the proposal and choose Save as template.
- Choose Replace an existing template.
- Pick the Template to replace.
- Choose Replace template.
The template keeps its name and description.
Manage your templates
Go to Proposals and choose Templates. Each template shows its description, how many line items it has and when it was last updated.
- Edit: opens the template in the same editor you write proposals in. Change the Template name and description at the top, and anything on the page below. Every change saves as you go. Choose All templates to go back.
- Duplicate: makes a copy called " (copy)", so you can make a variation without touching the original.
- Delete: removes the template once you confirm. Proposals already made from it don't change, because a template is copied when it's used, not linked.
If you can see templates but not change them, the editor says You can read this template but not change it.
Start a proposal from a template
- Open the deal and choose New proposal.
- Choose Use a template.
- Pick the template and choose Continue. If you only have 1 template, it's used straight away.
The new proposal is a copy, so change whatever this deal needs. Prices come across as they are in the template, in your organisation's current currency.
Good to know
- You can't create a blank template from the Templates page. Start from a proposal.
- Editing a template later doesn't change proposals already made from it.
- Merge tags in a template, such as
{{first_name}}, are kept in each proposal made from it and filled in for that deal's contacts. See Personalise proposals and emails with merge tags.