Templates & Content Library

How to create, edit and use templates in Proposify

12 articles in this collection
Written by Allan Duquette and Luke Shea

Folders

Looking to organize your content and template libraries? Click here to see how to create and manage folders.

Written by Allan Duquette
Updated over a week ago

Templates

Updating Sections In Your Templates

Made a change to your section and would like to update all your templates with the new version? Click here to find out how.

Written by Allan Duquette
Updated over a week ago

Template Settings

Looking to have your preview settings automatically apply from a template? Click here to get the inside scoop.

Written by Allan Duquette
Updated over a week ago

Introduction to Templates

How to create and edit templates in Proposify and choose a template from our gallery and add it to your account

Written by Luke Shea
Updated over a week ago

Saving a proposal as a template

How to go to a proposal you've already created and turn it into a template for reuse

Written by Allan Duquette
Updated over a week ago

Setting a default template

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

Written by Allan Duquette
Updated over a week ago

Templates FAQ

The most frequently asked questions with all things Templates

Written by Luke Shea
Updated over a week ago

Sharing Your Template

Looking to share a template with one of your customers? Click here to find out how.

Written by Allan Duquette
Updated yesterday

Accepting a Shared Template

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!

Written by Allan Duquette
Updated yesterday

Content Library

Images

How to add images to your library, and insert them into your proposals.

Written by Allan Duquette
Updated over a week ago

Adding Fees to the Fee Library

Tired of entering the same fees over and over again? We make it easy for you to quickly save and add fees to any proposal!

Written by Allan Duquette
Updated over a week ago

Snippets

How to store and reuse small pieces of text using Snippets

Written by Allan Duquette
Updated over a week ago