Overview

Proposal templates are reusable templates that streamline the proposal process. You can create reusable templates to define a consistent structure and content foundation, empowering you to assemble proposals efficiently and accurately. See Creating Proposal templates for more information.

Permissions

You must have the Create and Update Proposal Template permission to create a new template and manage the templates created by other users. See Proposal Builder roles and permissions for more information.

Proposal templates overview

The Templates page is organized into four subpages: Active, Draft, Inactive, and Trash. Click Templates from the quick navigation menu to access them.
Note: The Active page is open by default.

Active page

The Active page lists all the active templates created by users within your organization.
Note: Active templates appear in the Proposal Template Library pane during the proposal creation process.

1. Displays the Bulk options that can be performed when multiple proposal templates are selected.
   • Move to Draft: Sets the template to draft status and moves it to the Draft page.
   • Move to Inactive: Deactivate and move the proposal template to the Inactive page.
   • Move to Trash: Move the proposal template to the Trash page.
   • Clear: Deselect/Clear the currently selected proposals.
2. Displays the list of proposal templates that have been created within the organization.
3. Allows customizing the columns. You can add or remove the columns to be displayed on the page.
4. The three-dot menu houses the following actions.
   • Properties: Displays the details of the proposal Template.
   • Edit: Update or make changes to the proposal template.
   • Activity Log: Displays the activity log of the actions performed on the proposal template.
   • Move to Draft: Set the proposal template as Draft and move it to the Draft page.
   • Move to Inactive: Set the proposal template as Inactive and move it to the Inactive page.
   • Move to Trash: Move the proposal template to the Trash page.

Draft page

Proposal templates can be saved as drafts before they are published. These drafts, as well as any templates moved from other pages, are listed in the Draft page where you can edit and publish them.

1. Displays the Bulk options that can be performed when multiple proposal templates are selected.
   • Move to Trash: Deletes the proposal template by moving it to the Trash page.
   • Clear: Deselect/Clear the currently selected proposals.
2. Displays the list of proposal templates that are either saved drafts or have been moved to Draft from other sections.
3. Allows customizing the columns. You can add or remove the columns to be displayed on the page.
4. The three-dot menu houses the following actions.
   • Properties: Displays the details of the proposal template.
   • Edit: Update or make changes to the proposal template.
   • Activity Log: Displays the activity log of the actions performed on the proposal template.
   • Move to Trash: Move the proposal template to the Trash page.

Inactive page

To keep the Active and Drafts pages clutter-free, you can deactivate the proposal templates you no longer require by moving them to the Inactive page.

1. Displays the Bulk options that can be performed when multiple proposal templates are selected.
   • Move to Draft: Sets the template to draft status and moves it to the Draft page.
   • Move to Active: Moves the template to the Active page and it becomes available for use in the Proposal Template Library.
   • Move to Trash: Move the proposal template by moving it to the Trash page.
   • Clear: Deselect/Clear the currently selected proposals.
2. Displays the list of proposal templates that are either saved drafts or have been moved to Draft from other sections.
3. The three-dot menu houses the following actions.
   • Properties: Displays the details of the proposal template.
   • Activity Log: Displays the activity log of the actions performed on the proposal template.
   • Move to Draft: Set the proposal template as Draft and move it to the Draft page.
   • Move to Inactive: Set the proposal template as Inactive and move it to the Inactive page.
   • Move to Trash: Deletes the proposal template by moving it to the Trash page.

Trash page

Proposal templates that you no longer need can be removed by moving them to the Trash page. Templates in the Trash page can be recovered by moving them back to any of the other pages.

1. Displays the Bulk options that can be performed when multiple proposal templates are selected.
   • Move to Draft: Sets the template to draft status and moves it to the Draft page.
   • Delete Permanently: Permanently removing the proposal means it won't be found in the Trash page, and it cannot be restored.
   • Clear: Deselect/Clear the currently selected proposals.
2. Displays the list of proposal templates that are either saved drafts or have been moved to Draft from other sections.
3. The three-dot menu houses the following actions.
   • Properties: Displays the details of the proposal template.
   • Activity Log: Displays the activity log of the actions performed on the proposal template.
   • Move to Draft: Set the proposal template as Draft and move it to the Draft page.
   • Delete Permanently: Permanently removing the proposal means it won't be found in the Trash page, and it cannot be restored.