How to Create a New Proposal Template

📄 Proposal Templates

Proposal Templates allow you to create pre-built proposal structures your team can reuse. Templates save time, ensure consistency, and reduce repetitive setup across similar proposal types.

You can:

• Create templates from scratch in your settings
• Convert an existing proposal into a template
• Select a template when creating a new proposal

⭐️ Create a Proposal Template (Page 1)

1. Go to Settings → Proposals → Proposal Templates.
2. Click + New Template
   • This opens Page 1 of the template creation process.
3. Enter the Template Name.
4. The Active checkbox is selected by default.
   • Uncheck this if you want the template to be inactive.
   • You can update this at any time within the Template settings (activate or deactivate as needed).
5. Choose a Proposal Type (optional)
   • This dropdown pulls from the Proposal Types you’ve created.
6. Click Create Template to continue to the next steps.

You will be brought into the full template editor, where you will complete the remaining sections.

📦 Fee Summary (Page 2)

Use this section to pre-load the pricing structure for templates that commonly include the same materials, services, or line items.

• Materials & Services (Formerly “Proposed Corrections”)
  • Add materials and/or services
  • Enter quantity, and add markups or discounts if applicable 
• Line Items
  • Optional additional charges
  • Description, quantity, unit price, taxable, and totals
• Summary Line Items
  • High-level summary charges, if used by your team

Once complete, click Next →

📝 Proposal Details (Page 3)

You can choose from user-added options created in your Proposal Settings or create one-off entries directly on this page. Any one-off items can also be saved for future use.

Summaries — Add a high-level summary or overview that appears at the top of the proposal.

Scopes of Work — Define the work to be performed. You can add multiple scopes if needed.

Exclusions — List what is not included in the proposal.

Terms & Conditions — Add standard terms that should apply whenever this template is used.

When finished, select Next →

📎 Attachments (Page 4) 

Attach any reference documents (additional check lists, cut sheets, etc.) you want to include every time this template is used. 

Click Save & Close to finalize the template. You will be redirected to the Proposal Templates screen. 

🧰 Using a Template When Creating a Proposal

When creating a new proposal:

1. Go to Proposals → + New Proposal
2. On Page 1, select a Template from the dropdown
3. The proposal will auto-populate with:
   • Fee Summary items
   • Proposal Details
   • Attachments
   • Any preset proposal type or currency

You can edit anything once applied—templates simply act as a starting point.

🔗 How to Create a Proposal in the Backend