In this article, you will learn how to use sales proposal templates in jobs.
Sales proposal templates allow you to create and save a set of estimates that you can easily reuse for future jobs.
Note: In order to use 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.
Loading a sales proposal template for a job
Open the job you want to add a sales proposal template to
From the job page, select the Estimates tab
Select Load proposal template
Note: The option to select Load proposal template will not be visible until after you have already created a sales proposal template. To learn more about creating a sales proposal template, please see this article.
Choose the sales proposal template you want to add and select Continue
Sales proposal templates can also be added to existing estimates (linked to jobs) or sales proposals.
From the Estimates tab on a job page, select Load proposal template
Choose the sales proposal template you want to use
Decide how you want to load this sales proposal template:
Overwrite: Replace the existing estimate(s) with the the sales proposal template
Keep both: Add the sales proposal template to the existing estimate(s)
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