What are proposal templates, and how do I use them?
A proposal template is ready-written text you compose once and reuse on every proposal-type quotation: who you are, how you work, and the terms that repeat on every deal. A template needs a name, its content and an active flag, and can be ordered in the list. Templates are managed from proposal template settings.
What a template is
Ready-written text attached to a proposal-type quotation. You write it once and it appears on every quotation you attach it to.
What usually goes in it: who you are and what you do, how you work, and the terms that do not change from client to client: delivery times, number of revisions, payment terms.
Creating one
From proposal template settings, create a template. Required:
- A name, so you recognise it in the list.
- The content.
- Whether it is active.
Optional: its position among your templates.
Deactivate rather than delete
A template you have stopped using can be switched off instead of deleted. Old quotations stay exactly as they were sent, and you can bring the template back if that kind of work returns.
Why templates at all
Because the repeated part of a proposal is the longest and least interesting part to write. With it ready, your time goes to the part that is specific to this client, which is the part that persuades them.
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Last updated 15 August 2026