Create proposal template
You can create a proposal template while viewing the contract by clicking on the Templates tab and then click on the Add Template button.
- Click the Templates tab.
- Click Add template.
- Enter the Template title that you can use to easily recognize what kind of template is.
- Use the editor to add predefined template content. (You can easily manage contents of contract using editor like aligning content, formatting(font, color, bold, italic, underline), adding images, tables, bullet point and links.
- Click Save.
Insert template
Once you created the template, you will be able to use and insert them into the editor content easily for all the proposals.
While on the Templates tab, for the template you want to insert, click the Insert button, the template content will be automatically injected into the proposal editor.
Note: To add page break please right click after {proposal_items} and click Page Break and then insert the template so contents of agreement show on new page.