Start with a Pre-Designed Template
We've created a set of sample templates for you to use based on the products or services that you sell. You can use them as they are or customise them to suit your business. It's completely flexible, but they can be really helpful as a starting point.
To add one of the sample templates to your account, simply click 'Templates' in the left hand menu and in the drop-down, click 'Marketplace'
This will show you all available proposal and document templates.
When you find the one you like, click the pink 'Get This' button and confirm in the popup to add the template to your account. This will now appear in your regular 'All Templates' list.
Once you've located the template you want to edit, click 'Edit' on the right hand side and start customising your winning proposal template.
If you want to create a Document from any of your templates in your templates list, just click the "Use this Template" button.