Use an existing proposal to create a new proposal template
This help article will show how to use an existing proposal to create a new proposal template.
- In Proposal Settings > Templates
- Click Add Template
- Select Proposal Template
- Enter your new template name
- Select the Template type ( Sales, Rental, etc)
- Choose an address to base the template data on and click next
- Choose "Copy an existing proposal"
- Select the proposal you'd like to base your new proposal template on
- Complete the options and Save
- Click on the Eye icon in top right to preview your new template
- Make any edits and save
- Once you're done click close.