How to create and apply template proposals

To create a template proposal first you click the “Templates” tab on the menu bar on the left

Click the new button on the templates page and add a name to your proposal template

After clicking save it will open a new tab in your browser and you can start adding feature and feature items.

You can add multiple features and multiple feature item in your template proposal. Once you are satisfied with your template, you can now apply this on your proposals. To apply the template just go to any proposal and click the “Select template” button. You can choose what template to apply to your proposal and also we an option for the item pricing. You can choose either template pricing or inventory pricing. Template pricing are prices that you set while creating the template while inventory pricing are the prices that you set when creating the inventory.