Templates

Saving a section as a template

 - If you have a certain page you add to every proposal, such as an 'About us' page, you can create it once and then save as a template to use again and again

- Simply, create your section with text, grid, image etc

- Once complete, hover over the top of the section and a toolbar will appear

- Click the 'Save section as template icon'

- This will bring up a box for you to enter a Template Name

- Click save

- Now you will be able to use this template on each proposal

- This can be found when you go to add a section, click on Templates and your saved template should appear.

Saving proposal as a template

- If you have created a full proposal that you want to save and use again, click the icon on the top right 'Save as Template'

- Enter the name of the template

- Now when you go to create a new proposal, your template will appear.

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