# Import a proposal from a PDF or image > Upload a PDF, PNG or JPEG of a proposal from HoneyBook, Dubsado or another tool, let AI rebuild it as a template, review it, and save it. - Product: Workspace369 - Documentation version: 2026.3 - Section: Revenue - Last updated: 2026-10-31 - Canonical source: https://docs.workspace369.com/v/2026.3/finance/import-a-proposal/ --- To bring a proposal over from another tool, choose **Import a proposal** and pick a PDF or a picture of the proposal you sent clients. AI reads the file once and rebuilds it as a draft template. You review it, remove what you don't want, and nothing is saved until you select **Save as template**. Plans: Import a proposal starts on Cadet. Without it, the sheet shows **Importing a proposal comes with** your required plan instead of the upload step. ## Before you start - You need the **manage templates** permission for proposals. Importing always ends in a saved template. Without it, the entry points are disabled and show **Needs permission. Ask an admin.** Nothing is uploaded or charged. See [Team access and permissions](/v/2026.3/admin/team-access-and-permissions/). - The file must be a PDF, PNG or JPEG, up to 10 MB. In Word or Pages, use Export or Save as PDF first. - Reading the file uses AI usage, and your workspace needs some left. See [Tokens and AI billing](/v/2026.3/automation/tokens-and-ai-billing/). ## Import a proposal 1. Open the import from any of these places: - **Settings → Sales → Proposals**, in the **Templates** section, with **Import a proposal**. - The template picker when you start a new proposal, on the **Import a proposal** row. - The **Proposals** list when it has no proposals yet. Select **Import a proposal** under **Switching from HoneyBook or Dubsado?** 2. Choose the file. On a computer the area says **Drop a proposal here**, and you can also choose a file from your computer. On a phone or tablet it says **Choose a proposal file**. 3. Optional: under **Where is it from? (optional)**, pick **HoneyBook**, **Dubsado** or **Something else**. This helps the reader understand the layout. It never changes the price. 4. The file uploads first. **Uploading does not use AI usage.** Then **Rebuilding your proposal…** shows, usually under a minute. 5. Check the result (see the next section). You can rename it under **Template name**. 6. Select **Save as template**. We read the file once to rebuild it, then delete it. ## Review what was rebuilt **What we rebuilt** lists the blocks found, for example **Cover page**, **Header**, **Text block**, **Pricing**, **Totals**, **Timeline** and **Terms**. Pricing shows packages marked **Pick one**, **Add-ons**, **Optional** and **Included**. Use **Remove** on a block you don't want, and a note confirms it was removed. **Totals** are worked out from the line items. **Things to check** can show notes about what was not carried over: - **Images were not imported**: photos and logos stay out of templates. Add yours in the editor. - **Tax of N% found**: set it on the line items after you save. No tax code is guessed. - **Prices read as** a currency code: shown when the proposal's currency differs from your workspace's. Check the amounts before you use the template. ## After you save **Template saved** confirms it is in your templates, under **Settings → Sales → Proposals → Templates** and when you start a new proposal. If notes were shown in **Things to check**, the template stays marked **Needs setup** with the number of steps left. 1. Select **Open template to finish**, or the **Needs setup** tag on the template. 2. Under **Finish setting up**, tick each step when it's done, for example **Set the N% tax on the line items**, **Add your cover photo and logo** or **Check the prices, read as** the code. 3. The tag goes away when none are left. Select **Use it in a new proposal** to start a proposal from the template. ## What it costs - Uploading is free. - Reading counts toward your AI usage once, as **one read per proposal**. It is not charged if the file can't be read. - Reviewing and saving are free. **Used 1 proposal read · Saving is free** shows on the review screen. - A read that was already used is not repeated by retrying. If the result isn't usable, the sheet offers **Try another file** instead. - If you close the sheet and choose the same file again within 30 minutes, the result comes back without another read. ## Troubleshooting - **That file is too big**: the file is over 10 MB. Export a smaller PDF or fewer pages, then choose it again. - **We can't read that type of file**: choose a PDF, PNG or JPEG. - **This doesn't look like a proposal**: no prices or proposal sections were found. It works best with a proposal or quote you sent to a client. Nothing is charged. - **We couldn't read this file**: the text may be too small or blurry, or the file is locked. Try a PDF exported straight from HoneyBook, or a full-size screenshot. - **The upload didn't finish**: check your connection and try again. - **The import didn't finish**: something went wrong while rebuilding it. Nothing is charged. - **We couldn't confirm the result**: the connection dropped before the answer came back. Trying again may use AI usage a second time, so check your AI usage first. - **You're out of AI usage**: your file is kept until you close the sheet. Select **Add AI usage**, then it reads again. If you aren't the workspace owner, select **Ask the owner**, which copies a message you can send them. - **You've imported a lot in a short time**: wait a while and try again. Nothing was charged. - **Your role can't save templates**: ask a workspace admin to add the manage templates permission to your role, or to import it for you. - **We could not save the template**: your draft is still there with every edit. Saving is free, so try again. - Prefer to start from scratch? Select **Build a template by hand** to open a blank proposal you can save as a template, with no AI usage. To bring in proposals as records from a spreadsheet instead, see [Import data from another tool with AI](/v/2026.3/admin/import-data-with-ai/). Continue to [Proposal defaults and templates](/v/2026.3/finance/proposal-defaults-and-templates/) and [Create and send a proposal](/v/2026.3/finance/create-and-send-a-proposal/).