Skip to main content
Managing your proposal template
Gabriela Magaña avatar
Written by Gabriela Magaña
Updated over 5 months ago

To access your proposal template, click the 'New proposal' button on the Proposals page.

Next, select the 'Your saved templates' tab to use access your template.

Then, click the 3-dot menu next to your template to manage your proposal. Here you'll be able to rename or delete your proposal.

Note: proposal templates cannot be recovered once they have been deleted.

Did this answer your question?