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 Nick Gaston
Updated over a week ago

Setting a default template

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

Written by Nick Gaston
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

Folders - FAQs

A brief list of frequently asked questions about our folders feature.

Written by Allan Duquette
Updated over a week ago

Folders - Applying Permissions To Folders

Looking to keep your content “need to know”? Here’s a quick guide to setting permissions to folders and the contents within.

Written by Allan Duquette
Updated over a week ago

Folders - Moving, Adding, Editing, and Deleting Folders

Looking to organize your content library? Here’s how to create and change the folders to make content management easier.

Written by Allan Duquette
Updated over a week ago

Folders - Saving Content To A Folder

Want to show off your multitasking skills? Here’s how to build and organize your content library in one easy step.

Written by Allan Duquette
Updated over a week ago

Folders - Waterfall Permissions

Are you changing your permission settings and confused about the waterfall feature? Here's a quick explainer.

Written by Allan Duquette
Updated over a week ago

Moving content into folders

Looking to move items into folders but can't quite get it to work? Here's a guide on how to move items into your folders.

Written by Allan Duquette
Updated over a week ago

Images

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

Written by Allan Duquette
Updated over a week ago

Managing sections in the library

How to create, edit, rename, duplicate and delete sections in your content library

Written by Nick Gaston
Updated over a week ago

Saving versions to the content library

Did you just update a section and think "this is the one"? Here's how to push this update to your content library for future use!

Written by Nick Gaston
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 Nick Gaston
Updated over a week ago

Library sections

How to store sections in your library and reuse them in other proposals

Written by Nick Gaston
Updated over a week ago