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Templates
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