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Using line item templates in proposals
Using line item templates in proposals
Erica Rosas avatar
Written by Erica Rosas
Updated over a week ago

Line item templates πŸ’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 β€” once you hit save, you'll easily be able to access your saved line items in invoices and proposals! πŸŽ‰

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

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