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Using sales proposal templates in jobs
Using sales proposal templates in jobs

Learn how to load sales proposal templates to your jobs.

Updated over a week ago

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.

Loading a sales proposal template for a job

Note: In order to use sales proposal templates, you will first need to enable the Sales Proposal add-on from the Marketplace.

To learn more about enabling the add-on, please see this article.

  1. Open the job you want to add a sales proposal template to

  2. From the job page, select the Estimates tab

  3. Select Load proposal template

  4. 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.

  1. From the Estimates tab on a job page, select Load proposal template

  2. Choose the sales proposal template you want to use

  3. Decide how you want to load this sales proposal template:

    1. Overwrite: Replace the existing estimate(s) with the the sales proposal template

    2. Keep both: Add the sales proposal template to the existing estimate(s)

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