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How To Select a default Proposal Template

This feature enables users to choose from a range of proposal templates, each offering unique customization options such as hiding taxes, concealing line items, or generating proposal templates without tax or average values before sending the Proposal to your Clients

1. Click on the Menu (three lines) icon on the top left corner

2. Select Settings

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"