Save and reuse proposal templates
Save a proposal's lines and payment terms as a template, then start the next proposal from it in one click. Templates suit the events you quote again and again, such as a corporate team night, a birthday party, or a lounge rental.
A template keeps the lines and their prices, the deposit, when the balance is due (as days before the event), the refund cutoff, and how long the proposal stays open. It doesn't keep the date, hours or headcount; those come from each request.
Save a template
Build a proposal the way you want the template to look.
Below the lines, click Save as a template….
Give it a name, then save.
Start a proposal from a template
On the proposal page, click Use a template in the What's included card.
Pick the template.
The template replaces the proposal's current lines and payment terms, and quantities follow the request's hours and headcount.
Set your default template
Your default template fills in every new proposal automatically. Click Manage templates, then Make default next to the one you want. Delete templates you no longer use from the same list.