Proposal Templates and Content Library

What is a Proposal Template?

A Proposal Template is a "base" that already has details in place for use when creating a Proposal. You can input basic information with a predefined page layout and style, so that you can tweak it depending on your needs instead of starting from scratch each time. This includes the color, font, logo, and pages.

What is the Proposal Content Library?

The Proposal Content Library contains pre-made Pages that you can create and add to your Proposal. The added Pages do not affect any customization in place.


How do I create a Proposal Template?

To get started, navigate to Billing > Proposals.

Hover your cursor over the Proposals tab in the top navigation menu bar, and select Templates.

Click the +Add Template button.

Creating the Template is similar to creating a Proposal, with only the base options.

By default, the Accept & Sign and Thank You pages will already be in place. Click Add a Blank Page to create a new one.

You can add content to the page using a standard WYSIWYG editor. To insert Dynamic Data Placeholders, click the {x} button.

CLICK HERE to learn about Placeholders

Click the icon to open or close the Page. You can use the dropdown menu to Edit the Title, Delete the page, or Save to Library.

To reorder the pages, click the icon and drag it into place. The Accept & Sign and Thank You pages cannot be moved.

To preview the Proposal Template and see additional options, click the icon shown below.

A preview of the Proposal Template will be shown. In this mode, you will have additional tabs for configuration.

To enter into Editing Mode, click the icon below. This will allow you to click any text or images in the preview and change it.

The icon will change to indicate you are in Edit Mode; click the new icon to save your changes.

To  customize the color, font and logo, click the icon shown below.

A customization panel will appear, in which your edits will appear in real-time.

To exit out of Preview Mode and go back to the standard editing screen, click the icon below.


How do I create a Page for my Content Library?

To get started, navigate to Billing > Proposals.

Hover your cursor over the Proposals tab in the top navigation menu bar, and select Templates.

Click the Manage Pages button to switch to the Content Library, and click +Add Page.

You can now give your Page a title and optional description, and build it in a standard WYSIWYG editor.


I've created my Template/Pages! What happens next?

Now you can apply your Proposal Template or add Pages from your Content library to a Proposal!

Start by navigating to Billing > Proposals, and click +Add Proposal.

CLICK HERE to learn how to create a Proposal

To apply a  Proposal Template, click the icon shown below.

To add a Page from your Content Library, click Add a Page From Your Library.

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