In this article, you will learn how to create sales proposal templates to send to your clients.

Sales proposals — commonly known as “good, better, best” — are available as a Marketplace add-on that enables you to present your clients with multiple estimates in a clear and simple way. Sales proposal templates allow you to create and save a set of estimates that you can easily reuse for future jobs. No more creating the same sales proposals over and over again.

Sales proposal templates will save the following estimate attributes:

  • Cover images

  • Names

  • Description

  • Line items (including quantity, price, cost, markup, item description, amount, tax, associated item custom fields, taxable item setting, optional item setting)

  • Grouped line items

  • Notes

  • Attachments

  • Tax rates


Note: In order to create sales proposal templates, you will first need to enable the sales proposals add-on from the Marketplace. To learn more about enabling the add-on, please see this article.


Creating a new sales proposal template

  1. Open the job that contains the sales proposal you want to templatize


    Tip: In order to create a sales proposal template, you will first need to create a sales proposal. To learn more about creating a sales proposal, please see this article.


  2. From the job page, select the Estimates tab

  3. Select one of the estimates

  4. From the estimate page, select Actions > Save as proposal template

  5. Save as a new proposal template or replace an existing template

    1. New: Enter a name for this proposal template and select Save

    2. Replace: Select Replace existing template and choose the template you want to replace


    Tip: You can edit an existing template by making changes from the estimate page, selecting Actions > Save as proposal template, and then selecting Replace existing template.


Using a sales proposal template in a job

After creating a sales proposal template, you can easily add them to a job with just a few clicks.

To learn more about adding a sales proposal template to a job, please see this article.

Managing your sales proposal templates

Workiz also provides you with the Sales Proposal Manager, where you can get an overview of all your templates and make quick changes.

To learn more about using the Sales Proposal Manager, please see this article.

Need more help? See related articles below:

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