Edit Existing Templates

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

To edit existing templates, navigate to Content Libraries menu in the User Dashboard screen and select Templates.

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

You can edit any of listed templates and adjust their content/layout, or delete any from the library if they are unwanted/out of date.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 create proposal window where you can edit its content as needed.

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