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Templates & Content Library
Templates & Content Library
How to create, edit and use templates in Proposify
10 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
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