Your account manager has designed a beautiful Proposify template for your company. Now all that’s left is to add it to your account, send it to your clients and take all the credit. Here’s how to do step one.
You’ll receive an email from your account manager letting you know the template is ready to add to your library.
Click add template in that email and it will take you to your Template Library. Can’t find that email? No problem! Go to your saved template gallery and you’ll find it there waiting for you. It’ll be the green template with the download icon attached:
Click that icon and we’ll do the work of moving that template- including all settings, forms, and signature buttons into your Template Library. We'll also collect all sections and images into folders in your content library.
Step one is complete! Next up: Sending it out and basking in praise.