Templates

View, edit, manage proposal templates. Also know how to create your own templates, use system templates, to generate propoasls

Proposal Templates
Template is reusable proposal (without any client associated with it). How to get there? Left menu > Templates Template Listing You...
Mon, 31 May, 2021 at 1:46 AM
Create/ Edit Template
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 creatin...
Tue, 10 Nov, 2020 at 4:56 AM