How to Create and Use Proposal Templates

📂 Category: Proposals

In Buscoou PRO, you can create predefined HTML templates to streamline the proposal creation process, ensuring consistency and efficiency.

Step 1: Create a Proposal Template

1. Navigate to Proposals and open any existing proposal.
2. Click on the Templates tab.
3. Click Add Template.
4. Enter a Template Title (choose a name that helps identify the template easily).
5. Use the editor to add predefined content for the proposal.
6. Click Save to store the template.

Step 2: Insert a Template into a Proposal

1. When creating a new proposal, go to the Templates tab.
2. Locate the template you want to use.
3. Click Insert, and the template content will automatically be added to the proposal editor.

With this feature, you can quickly insert standardized content into proposals, making the proposal creation process more efficient in Buscoou PRO.

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