Create & apply proposal templates

Proposal templates let you pre-fill engagement terms, services, and payment options so you can send proposals faster and consistently. A template is required before you can send a proposal.

Note

Proposal templates can be created by the firm owner, admins, and team members with the Manage templates access right .

Create proposal templates

You can quickly get started by using a ready-made template or creating one from scratch to match your firm’s workflow.

Tip

Pre-fill Introduction and Terms in your template—they rarely change between clients. Customize services, billing, and payment per client when sending.

Start from a ready-made template

You can download ready-made proposal templates with best practices included. To add one from the Marketplace:

1. Go to Templates > Marketplace from the left menu bar and open the Proposals & ELs tab.

2. Click Get free on the template you want to add, or click its price and proceed with payment if it’s a paid template.

   

3. Go to Templates > Firm templates, open the Proposals & ELs tab, and click the template name to review and edit it. Make sure to insert info about your firm where needed.

Create a proposal template from scratch

To create a proposal template:

1. Go to Templates > Firm templates from the left menu bar and select Proposals & ELs.

2. Click Create template.

   

3. Fill in the template fields. See Proposal template field reference for details on each option.

4. Click Save & exit.

You can also create a template directly from the Send proposal/EL automation when setting up a pipeline: click New template in the automation settings.

Apply proposal templates

To apply a proposal template:

1. Create a new proposal either by clicking New at the top left and selecting Proposal, or by selecting one or more recipients in the Accounts list and clicking Send proposal.

2. Click the Template field and select a proposal template from the drop-down.

3. Review the pre-filled details and adjust as needed, then send.

Note

Changes you make to a proposal after applying a template don’t affect the template itself.

Edit proposal templates

To edit a proposal template:

1. Go to Templates > Firm templates and select Proposals & ELs.

2. Click the template name, or click the three dots to its right and select Edit.

3. Make your changes, then click Save & exit.

Note

Editing a template doesn’t affect proposals that have already been created from it.

Duplicate proposal templates

To create a copy of a proposal template:

1. Click the three dots to the right of the template name.

2. Select Duplicate.

The copy is saved with a numeric suffix (for example, Proposal (2)).

Delete proposal templates

To delete a proposal template:

1. Go to Templates > Firm templates and open the Proposals & ELs tab.

2. Click the three dots to the right of the template name.

3. Select Delete, then confirm.

   

Proposal templates list

Manage your proposal templates at Templates > Firm templates > Proposals & ELs from the left menu bar—available to the firm owner, admins, and team members with the Manage templates access right .

To sort templates, click the up/down arrow next to the column header you want to sort by.

Reference: Proposal template list columns

Customize columns

To configure which columns appear:

1. Click the gear icon at the top right of the table.

2. Enable, disable, or reorder columns to your preference.

3. Click Apply to save your changes, or Reset to restore all default columns.

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