How to Convert an Existing Proposal into a Template

🔁 How to Convert a Proposal to a Template 

If you have a proposal that you’d like to reuse, you can convert it into a template. 

1. Open the proposal by clicking the Proposal ID.
2. Select + Create → Template.
   • The proposal must be associated with a Building in order to convert it.

3. A modal will appear prompting you to enter a Template Name.
   • Enter the name
   • Click Create a template

Once created, the template will automatically include the following from the initial proposal:

• Proposal Type
• All Materials & Services, Line Items and Summary Line Items
• All Proposal Details (Summaries, Scopes of Work, Exclusions, Terms & Conditions)
• Any Attachments on the original proposal

This gives you a complete, reusable structure based on the proposal you originally built.

🔍 Review & Edit Converted Templates

After converting, it's recommended that you review the template to ensure everything is accurate.

1. Go to Settings → Proposals → Proposal Templates
2. You’ll see a list of all templates — both active and inactive
   • Templates created from proposals will display a link under Source Proposal

3. Click Edit next to the template you want to review.
4. Walk through each page of the template:
   • Fee Summary
   • Proposal Details
   • Attachments
5. Click Save & Close once you’ve confirmed everything looks correct.