Create/ Edit Template

Modified on Thu, 03 Nov 2022 at 02:28 PM

Editing a template is no different than editing a proposal, except there is no client associated with a template.


For you, there are two ways of creating templates 


1. Create from scratch

2. Use system templates




When you edit a system template, it will save your own copy of template and you can customize as you would like to.





NOTE: In terms of controls, layout and experience; it is not very different fr editing a proposal, hence please refer to How to Edit Proposal .

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