Ability to save Proposals as templates
complete
Jonathan Ramos
complete
Now you can save your brilliantly crafted proposals as templates for future use.
Say goodbye to the proposal hustle and hello to streamlined workflows, turbocharged efficiency, and greater consistency.
Just click the 3-dot button in the editor to access the feature.
Whenever you need to create a proposal, your saved templates will be at your beck and call in the template selector.
CeeVi Bz
I literally tried saving my first contract as template at realized here isn't any. I'd love for my logo to be on my Contract to. And Perhaps more user sign option like have them Sign using their phones or take a picture--- Like PDF Filler. Sending them a link to just sign and a disclaimer confidentiality before they do.
Indy--- Help us lol
M
Monet Maher
This is such a necessity! Many of my proposals have identical elements and it doesn't make sense to repeat all this work each time!
Shell Flynn
Any update on being able to create/save proposal templates?
Jonathan Ramos
open
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Little Paddocks Flowers IOW
Jonathan Ramos: Hi, any update on this?
Oli Vibez
Yes! Proposal Templates please! To be able to reuse and send instantly without building from scratch would be amazing. Similar to BetterProposals.io. Right now the only workaround is to Save As Draft and Duplicate to Reuse. I use a lot of Visuals in my Proposals similar to what BetterProposals.io proposal builder offers and takes a lot of time to build. They also allow to add words over the images to build even more impressive visual Proposals.
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In The Car LLC
I won't use this great tool until I can start from the same place each time. It's currently faster for me to just copy and paste an old proposal from a word processor. I get that I can do the same thing using the copy tool within proposals here, but I'm looking for a way to just add my baseline proposal to the templates chooser instead of having to find it within my archived proposals each time.
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Kari Livingston
Yes! When I create custom proposals or feedback forms, I need to be able to re-use them instead of creating them again. I also mentioned the wish for different kinds of proposals, for example, a Design Feedback form. Not sure where these fit in the workflow. Templates would be great, too!
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Brandon Smith
Kari Livingston: Hi Kari!
Thanks for your comment. I just want to get a little clarity. You mentioned needing to save feedback forms as a template. Are you using Proposals for design feedback? If so, how are you utilizing it that way?
Forms is another product in Indy where you can create a feedback form, share the link, and get responses, which are stored with the form. And, if you need to, you can save a form as a template.
Jonathan Ramos
under review