Accepting a Shared Template

Your account manager has designed a beautiful Proposify template for your company. Now all that’s left is to add it to your account, send it to your clients and take all the credit. Here’s how to do step one.

You’ll receive an email from your account manager letting you know the template is ready to add to your library.

Click on the “add template” button in that email and it will take you to your saved template gallery. Can’t find that email? No problem! Go to your saved template gallery and you’ll find it there waiting for you. It’ll be the green template with the “download” icon attached:

Click that icon and we’ll do the work of moving that template into your template gallery. We'll also collect all sections and images into folders in your content library.

Step one is complete! Next up: Sending it out and basking in praise.


How did we do?