You can easily customize and set a preferred template that will be readily available for sending proposals to clients.
1. Click on the gear (wheel) icon in the top right corner
2. Select "Workflow" from the dropdown menu
3. Click "Proposals" in the left menu
4. Expand Proposal section
5. Click "Edit" on the Proposal Template row
6. You can select any Template from the list and make it a default Template. This will be available to you at the time of sending a Proposal. If you select this Template it'll be sent to your Clients with the Template Format.
7. You can also "Preview" the Template before making it a default Template. This will give you more options to select the best fit Proposal template
8. The preview will open in a new tab
9. Scroll down and click on "APPLY"
