Templates & Content Library

How to create, edit and use templates in Proposify

14 articles in this collection
Written by Nick Gaston, Allan Duquette, and Luke Shea

Templates

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

Folders - FAQs

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

Written by Allan Duquette
Updated this week

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

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