You can build a template from scratch or create a template from a proposal you’ve already built. Here’s how you convert a proposal into a template:
- In your Documents view, click the checkbox next to the Proposal that you wish to convert to a Template.
- From the icons that appear across the top of your Document List, click the More icon.
- Click Convert to Template from the dropdown menu.
If you’re in Build View for a Proposal, you can find the Convert to Template option by clicking the Next Steps tab and then clicking More Actions.