2 min read

How can proposal templates save your time?

How can proposal templates save your time?

In Propoze, you can "Duplicate as a template" every draft or published proposal. This feature allows you to create proposals faster and save time.

Duplicate as template

To start with, go to the "In progress" or "Published" proposals in your dashboard. Choose a proposal you would like to turn into a template and click on the "...".

Duplicate as template option in Propoze
Duplicate as template option

You can see an option to "Duplicate as template", click on it, and your offer will duplicate in the "Templates" part of the dashboard. From there, you can edit, archive, delete, or duplicate it.

Duplicate templates option in Propoze
Duplicate templates option

After you make a template of an existing proposal, its name got an extension - "Duplicate of:", but everything content-wise stayed the same.

Templates can be edited and kept as a draft for as long as you need them. If you want to publish it, the process is the same so make sure to save your changes, and then click on the "Publish" button.

Publish template in Propoze
Publish template

After that, your proposal editor will get a new set of functions - copy link, unpublish, and preview the proposal.

Published template options in Propoze
Published template options 

Read more about creating proposal and proposal editor possibilities here.

Also, you can find the published proposal in the "Published" section, while the templated created from stays in the "Templates" section. This allows you to use one template as many times as you need it.

Prepare & save time

A great option that will save your time is to create a proposal draft with all the essential information and duplicate it as a template. After that, you can easily edit it with other specific information and publish it.

Start creating your proposals and explore numerous options in the Propoze dashboard.


If you have any questions or need support, feel free to contact us at support@propoze.app and we'll get to you in no time!

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