How to convert a proposal into a template?

Focus: The focus of this Self Help article is to provide you information and steps in order to convert a proposal into a template to be used for future use.

Please note: When you use the “Convert to template” option, this will copy everything from Step 3-Edit into a new template. This will not copy the proposal name, client name or the Pricing table. This function can be done with any proposal in any status.

Step 1: Find your proposal. In our example, will be using a Sent proposal.  Click on Proposal > Sent and click on the name of the proposal.

Proposals - Sent - Proposal Name

Step 2: Over on the right, you will have the option to “Convert to template”. Click on that button

Proposals - Sent - Name - Convert to template

Step 3: Quote Roller will convert the proposal (Step 4- Edit) into a template. Provide it a name, and click the green button “Save” to save the template.

 Proposals - Sent - Name - Convert to template - Name and Save

Now, you can make further changes to the template or you can use this template to create proposals.

Have Questions, please feel free to contact us?
For faster support, please login into your Quote Roller account and click on the blue Help/Questions button found on the upper right of your account.