Creating or Editing a Template

Updated 1 month ago by Michael Hulet

To create a new template, you can either click "New Template" from the templates page, or you can import a system template.

Also see What are Templates

You can import as many pre-made templates into your account as you'd like. To import a template, go to the Template Gallery, hover over the template, and click "Save This"

If you import one of our templates, it will add all the sections from that template to your content library. You can then edit the template by hovering over it and clicking on the Edit button.

When you do the template editor will open and you can begin editing the sections in your template. When you're ready to turn your template into a proposal, select Generate Proposal

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