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Creating & Using Proposal Templates

Proposal templates in Quotify CRM help you save time and maintain consistency by reusing standard content across different proposals.

📄 How to Create a Proposal Template

  1. Navigate to a Proposal from the admin area.

  2. Click the Templates tab.

  3. Click Add Template.

  4. Fill in the following:

    • Template Title – A descriptive name so you can easily recognize the template.

    • Editor Content – Add your predefined text, tables, pricing blocks, or any formatted content you want to reuse.

  5. Click Save.

📥 How to Insert a Template into a Proposal

  1. While creating or editing a proposal, go to the Templates tab.

  2. Locate the template you want to use.

  3. Click the Insert button next to the template name.

The template content will be automatically inserted into the proposal editor. You can make additional edits after insertion as needed.

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