A major source of Proposify’s awesomeness comes from the many stylish proposal templates that look professional and will stand out to help close deals.
Here’s what this articles covers:
Templates are pre-populated proposals without the specifics of a proposal (ie: there's no client name, due date or proposal name). Think about them as the skeleton, they are the bare bones of your proposal. You have the structure, and some of the look, but it still needs some tweaking.
Proposify offers over 60 beautifully designed, 100% customizable templates that you can match to your brand.
The Template Library
You’re ready to start your template? Cool! You can locate them in the side menu from the home screen.
From there, you will see two different tabs: saved and gallery.
Saved templates are the collection of your company’s templates. When you import a template from the gallery, save a proposal as a template, or have a template shared with you, it’ll show up in the main folder of your saved tab.
If you feel like you have mastered Proposify, select +template and start building a template from the ground up.
You can import as many pre-made templates into your account as you'd like. To import a template, enter the Template Gallery, hover over the template, then select use this.
This imports the template, sections, and images to your content library. It will also take you directly to the Template Editor. When you're ready to turn your template into a proposal, select Generate Proposal.
Variables In Templates
Templates are a starting point. Once you’ve decided on the look, style, and all the tidbits that promote your brand, you now want to start adding content tailored to your prospect. That's where proposals come in. Proposals are generated from the templates and are specific to your prospect. Any variables used will populate with their information.
When to make a template.
Consider which types of projects you pitch the most often. For example, you may often pitch UX design projects and mobile app development projects. In that case, make two templates, one for each project type. Then you can define all the pre-populated content for each, and even share sections that are the same across both templates.
Keep them simple.
Templates work best when they’re the bare minimum that you need. Have your team import specialized sections they can use to suit a particular deal, size, or feature set. Think of templates like the pizza crust, and the sections and variables as the toppings.
Set preview settings from the template.
Your NDA template likely won’t need a value field at the bottom of your preview page. You can set your client preview settings by selecting edit template settings in the right-hand menu:
Once Template Settings has been expanded, select the Client Preview tab to update your preview settings:
This will override your account settings and use these preview settings for any proposal generated from this template.