Make getting new business a breeze by saving your proposal as a template so you can easily reuse it in the future.
To get started, simply create your proposal. Then, click the 3-dot menu and select 'Save as a template'.
The saved template will include content, formatting and customization, and any automations you’ve set up.
It's not possible to add fields that automatically populate contact data at this time. This feature is on our radar You can stay up-to-date on its release here.