Using sales proposal templates on jobs

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In this article, you will learn how to use sales proposal templates on jobs.

Sales proposal templates allow you to create and save a set of estimates that you can easily reuse for future jobs.

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.

Loading a sales proposal template for a job

The process of loading a proposal template will vary slightly depending on whether or not your job already has existing estimates. 

  1. Open the job you want to add a sales proposal template to
  2. From the job page, select the Estimates tab
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  3. Select Load proposal template 

    The option to load a proposal template will not be visible until after you have created a template.

    To learn more about creating a sales proposal template, please see this article.

  4. Choose the sales proposal template you want to add and select Continue

    If you are loading a proposal template for a job that has an existing estimate, you will be prompted to choose one of the following options:

    • Overwrite: Replace the existing estimate(s) with the the sales proposal template
    • Keep both: Add the sales proposal template to the job in addition to the existing estimate

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