You can build a template from scratch or create a template from a proposal you’ve already built. Here’s how you convert a proposal into a template:

  1. In your Documents view, click the checkbox next to the Proposal that you wish to convert to a Template.
  2. From the icons that appear across the top of your Document List, click the More icon.
  3. Click Convert to Template from the dropdown menu.

If you’re in Build View for a Proposal, you can find the Convert to Template option by clicking the Next Steps tab and then clicking More Actions.


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