Edit Existing Templates

Sales Proposal Templates provide a start point for document content and layout when a Sales Consultant is creating new a sales quote.

To edit existing templates, navigate to Content Libraries menu on the Sales Quote Dashboard  and select Templates.

Here you will see a list of your current sales quote templates (if you have any yet).  You can add sales quote templates to your own library from our sample sales quote template library, click on the Get Sample Templates button to get some great sample sales quote templates to get you started.

You can edit any of listed sales quote templates and adjust their content/layout, or delete any from the library if they are unwanted/out of date. The Edit option will take you to sales quote editor where you can edit the content as needed.

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