Setting A Default Template

Choosing which template is used by default when creating a new proposal

Proposify has a default template feature which can give you a running start when creating a new sales document. When you set a template as default, we move the style and format settings from that template to your new project. It's a great way to keep consistent while still pumping out new content.

To set a default template, select templates from the navigation bar.

Once in the Template Library, hover your cursor over your favourite template. A grey bookmark will appear.

Select that bookmark icon and it will turn green.

Once that green bookmark appears, your new default template is set.

What Default Templates Affect

We use the default template's style and formatting options in the Section Library. We'll also use this formatting any time you select +template in the Template Gallery. This includes:

  • Font styles and formatting.
  • Table styles and formatting.
  • Page size.
  • Page orientation.

Section library and default templates

Let's say you have sections saved to your content library from a template using A4 page size. When setting a default template with a different page size, those sections will look off. This is because your default template is set differently. When you adopt those sections into an A4 template/proposal, they'll look the way they were supposed to.

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