Templates

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

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

Everywhere you can use Merge tags

Save time by adding Merge tags in every step of your proposal workflow
Rob Lucas avatar
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
Rob Lucas avatar
Written by Rob Lucas
Updated over a week ago

Using Merge tags

Also commonly known as merge fields, variables or tokens
Rob Lucas avatar
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.
Rob Lucas avatar
Written by Rob Lucas
Updated over a week ago

Using our Default Merge tags

A list of our in-built merge tags/merge fields
Rob Lucas avatar
Written by Rob Lucas
Updated over a week ago

Creating/Editing Custom Merge tags

How to create/edit your custom merge fields/tags
Rob Lucas avatar
Written by Rob Lucas
Updated over a week ago

Creating a template

Kicking off the document writing process.
Sabrina Barron avatar
Written by Sabrina Barron
Updated over a week ago

Editing and deleting templates

Tailor the template to your business or your next client
Sabrina Barron avatar
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
Rob Lucas avatar
Written by Rob Lucas
Updated over a week ago

Importing templates into Better Proposals

Importing your existing Word documents into a proposal
Rob Lucas avatar
Written by Rob Lucas
Updated over a week ago

Merging Templates

Adding content and individual pages from separate templates into a master copy
Rob Lucas avatar
Written by Rob Lucas
Updated over a week ago