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Edit templates
Updated over a week ago

As you get more and more familiar with Proposales, you will likely need to tweak a few details on your products and templates. This guide will show you how to edit your templates to keep them fresh:

  1. Go to your Proposal library

  2. Click 'Create proposal' to access the templates.

  3. In the upper right corner you'll find a small gear βš™. Click this gear.

  4. Two alternatives will now appear at the bottom of each template card: 'Delete' & 'Edit'. Click 'Edit'.

  5. You will now enter the template and can make any changes you need.

  6. As you work, everything will autosave for you. So, when you are happy, just leave the template.

  7. Done πŸ‘

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