Templates

Save time with pre-designed templates, learn how to create your own or have one designed for you.

19 articles in this collection
Written by Adam Hempenstall, Sabrina Barron, and Rob Lucas

Organizing your Templates and Content library using Folders

Catalogue your templates and content library elements into folders to optimise your document creation process.

Written by Rob Lucas
Updated over a week ago

Template Marketplace

Adding a template from the marketplace

Use one of our pre-written document examples and win more deals

Written by Adam Hempenstall
Updated over a week ago

How do I find example document templates?

Where to access the Template Marketplace

Written by Sabrina Barron
Updated over a week ago

Do you have a template for my industry?

The Better Proposal Marketplace carries industry specific templates

Written by Adam Hempenstall
Updated over a week ago

Creating Templates

Everywhere you can use Merge tags

Save time by adding Merge tags in every step of your proposal workflow

Written by Rob Lucas
Updated over a week ago

Locking Sections or Blocks so they cannot be edited

How to lock blocks so that they can't be edited by users without permission

Written by Rob Lucas
Updated over a week ago

Using Merge tags

Also commonly known as merge fields, variables or tokens

Written by Rob Lucas
Updated over a week ago

'Fully Scrollable' vs 'Section by Section' view

How to switch between the two viewing modes inside your template.

Written by Rob Lucas
Updated over a week ago

Using our Default Merge tags

A list of our in-built merge tags/merge fields

Written by Rob Lucas
Updated over a week ago

Creating/Editing Custom Merge tags

How to create/edit your custom merge fields/tags

Written by Rob Lucas
Updated over a week ago

Creating a template

Kicking off the document writing process.

Written by Sabrina Barron
Updated over a week ago

Editing and deleting templates

Tailor the template to your business or your next client

Written by Sabrina Barron
Updated over a week ago

Using Better Proposals templates vs designing documents

Our document templates are ready to go, or design your own

Written by Rob Lucas
Updated over a week ago

Importing templates into Better Proposals

Importing your existing Word documents into a proposal

Written by Rob Lucas
Updated over a week ago

Merging Templates

Adding content and individual pages from separate templates into a master copy

Written by Rob Lucas
Updated over a week ago

Content Library

Adding content from the Content Library

How to add content and pages from the Content Library to your Proposals and Templates

Written by Rob Lucas
Updated over a week ago

Saving content to the Content Library

Save reusable blocks of content or pages to your library

Written by Rob Lucas
Updated over a week ago

Covers

Editing and deleting document covers

Create a killer first impression with a superb document cover

Written by Adam Hempenstall
Updated over a week ago

Creating a cover

Add a beautifully designed cover to your proposals

Written by Rob Lucas
Updated over a week ago