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Client Proposal Document Builder
Client Proposal Document Builder

How to create Client Proposal templates

Mike avatar
Written by Mike
Updated over a week ago

Become more efficient when sending Client Proposals.

Making a new proposal document every time you send a client an offer can be a hassle! Try creating a template in our document builder which you can send out every time with the click of a button. The information will be brought in from your system through our Wildcards and you can make manual adjustments afterward.

Head to Settings and hit Document Builder:

You can create your template from scratch or start with our provided templates by pressing Original Template. Take advantage of our wildcards which will automatically input information for you every time you send out a document:

Once you finish hit Preview to get a view of what it will look like when sent out!

Send out your offers and make more placements!

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