Create proposal templates for projectsLast updated on 03/22/2022
Create a proposal template for projects
Proposal templates are groups of estimate templates that you can present to customers as good/better/best options. With proposal templates, you can save time from having to repeatedly build estimates for commonly-performed services while offering customers prebuilt options. Proposal templates are helpful if:
You often use identical estimates
Your estimates have several items and you want to ensure a consistent experience
Note: After you add a proposal template to a project, you can edit individual estimates in the project opportunity. Editing an estimate does not affect the estimate template it's based on.
For more, see Proposal templates.
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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.