Proposal defaults and templates

Workspace defaults decide how a new blank proposal starts. Templates capture a whole proposal, blocks and settings included, so the team can reuse it. Both are managed from Proposal Settings.

Before you begin

• Changing defaults needs the Edit Proposals permission. Managing templates needs Manage Proposal Templates.
• Defaults apply to new proposals only. Existing proposals keep their current settings.

Set the defaults

1. Open Settings, then under Sales and Invoicing choose Proposal Settings.
2. Under Default design, choose the Theme and the Accent colour. The themes are Modern, Minimal, Classic, and Bold.
3. Under Default terms, turn on Require client signature when every proposal should be signed to be accepted.
4. Turn on Require deposit to ask for a deposit on acceptance by default. Choose the Deposit type, percentage or amount, and enter the value. The default is a 50 percent deposit.
5. Enter Valid for in days to give new proposals an expiry, or leave it empty for no expiry.
6. Under Notes, enter footer text to show on new proposals.
7. Choose Save.

A proposal created from a template ignores these defaults and uses the template's own settings.

Save a proposal as a template

1. Open a proposal that has the blocks, design, and terms you want to reuse.
2. In the Settings tab of the side panel, choose Save as template and name it.

The template appears under Your templates when someone starts a new proposal, and in the Templates section of Proposal Settings, where it can be renamed, duplicated, or deleted. Deleting a template does not affect proposals already created from it.

Apply a template to an existing draft

1. Open the draft and choose Apply template from the more-actions menu.
2. Pick the template. The current blocks are replaced, while the client and the proposal name stay unchanged.
3. Choose Also replace line items if the template's items should replace the draft's items as well.

Verify the setup

1. Start a blank proposal and check the Design and Settings tabs show the new defaults.
2. Start a proposal from a template and confirm its blocks and settings match the template rather than the defaults.

Document Themes and Client Signatures under Sales and Invoicing apply to invoices. Proposal appearance is set here and in each proposal's Design tab.