Proposal templates

Content

Description

Proposal templates are content for sales quotes' proposals that are sent to customers. You can edit or remove the invoices added and saved as templates for the project quote through the settings. In the settings, the cover content is divided into cover templates and content templates. New templates can be added from quote.

Permissions: Administrator

PSA Plans: Free, Growth, Business, Enterprise, Enterprise+

Editing the cover template

1. Go to Settings > Feature settings > Projects > Cover templates and select Cover templates.
   
2. Click on the cover template you want to edit.
3. Edit the template.
   • Click three dots menu to edit or remove cover template's background image.
4. Click Save.

Removing the cover template

When you no longer need a cover template, you can remove it from the settings.

1. Go to Settings > Feature settings > Projects > Cover templates and select Cover templates.
2. Click on the delete icon on the row of the cover template you want to remove.
3. Confirm the deletion by clicking OK.

Editing the content template

1. Go to Settings > Feature settings > Projects > Cover templates and select Content templates.
   
2. Click on the content template you want to edit.
3. Edit the invoice as needed, add or edit blocks.
4. Click Save.

Removing the content template

When you no longer need a content template, you can remove it from the settings.

1. Go to Settings > Feature settings > Projects > Cover templates and select Content templates.
2. Click on the delete icon on the row of the content template you want to remove.
3. Confirm the deletion by clicking OK.