Did a partner share a template and add it to your account? Great! Click here to learn how to add it and start closing right away!
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 once the template is ready.
You could also go straight to your Template Library and you’ll find the template waiting for you in your main folder:
Click the template and we’ll do the work of moving it - 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.
HEADS UP: We're moving a lot of information, so transferring templates can take a while. In order to prevent any loss of information, we lock the template until the transfer is complete. Check back in a bit once the document is ready.