How to create a new template

Templates, much like Reusable Sections, can save you a huge amount of time when it comes to writing a new proposal. There are two ways to make one.

Save a proposal as a template

If you already have a proposal you like, turn it into a template. While editing the proposal, click the Save as Template button at the top. You’ll also find Save as Template in the Other Actions menu of the Proposal Overview.

The Save as Template button while editing a proposal

A pop-up asks you to name your new template (Name your template). Click Save as template and you’re done.

The Save proposal as a template pop-up

Start a template from scratch

Click Library in the left-hand menu and stay on the Templates tab. Click Create Template to open a new, empty template and add your sections.

The Create Template button in Library

Find your templates

Your templates live in Library › Templates. Switch to Your Templates to see the ones you made (Nusii Templates shows our ready-made templates). Whenever you need one, open it and click Create proposal from this template.

If you have any questions, just ping us below. We’ll be happy to help!