Creating a proposal from the templates will require three steps
Process Overview:
- Step 1 (Add Sender & Client details)
- Step 2 (Select Template)
- Step 3 (Customize & Publish).
Step 1: Add Client
Identical to “Create from Scratch” – Add your sender information & client information that you’ll use in the proposal.
Step 2: Select Template
Use the predefined premium templates to create your proposal.
- Free Users: Only one 1 template is available (“Basic template”).
- Pro Users: Can use all the templates and also the upcoming new templates.
Saved Templates Tab: Any admin proposal templates that you want to customize and use it later. You can save that template, and it will appear in your saved templates tab.
Step 3: Customize & Publish
The selected proposal template will load in the editor. You can customize and publish your proposal.