In this article, you will learn how to manage your sales proposal templates.
Sales proposal templates allow you to create and save a set of estimates that you can easily reuse for future jobs.
After creating sales proposal templates, Workiz will automatically store them in the Sales Proposal Manager, where you can easily make quick changes.
Managing your sales proposal templates
From the navigation bar, select Settings > Settings
Under Job Settings, select Sales Proposal Manager
The Sales Proposal Manager will enable you to view all of your existing sales proposals. From here, you can duplicate or edit existing proposals.
The Sales Proposal Manager makes it easy to find existing proposal templates, allowing you to search by proposal template name. You can also sort by creation date or alphabetically.
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