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Using line item templates in proposals
Using line item templates in proposals
Gabriela Magaรฑa avatar
Written by Gabriela Magaรฑa
Updated over a year ago

Line item templates ๐Ÿ’Ž can be used to speed up your workflow by giving you the power to save your most used line items so you can quickly use them again in future proposals and invoices.

To get started, click the 'Add an item template' button.

Next, simply fill out your item details. That's it โ€” once you hit save, you'll easily be able to access your saved line items in invoices and proposals! ๐ŸŽ‰

๐Ÿ’Ž tip: line item templates are only available in the Pro plans.

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