Create templates for proposals | Voters

Create templates for proposals

complete

Jeremy Shick

Create the ability to create proposal templates that can be generated and sent on the fly within workflows

August 20, 2023

Sales & Marketing

marked this post as

complete

Aj Simmons

Any updates on when this is estimated to be done? I was about to create a tutorial on how to create proposals from scratch for my users, but if I can just sent them my template in a snapshot, it would save me the hassle. Thanks!

Sales & Marketing

marked this post as

in progress

Ian Mcintosh

Sales & Marketing: Great to see this is now in progress. Let's hope it's quick to get through to completed. This alone will save me about $50/mo and a lot of aggravation trying to do Zapier integrations.

Julie Fredrickson

Sales & Marketing: Thank you for working on this! Much needed

Sales & Marketing

Merged in a post:

Estimate and Proposal template

Barbara Berta | BDBM

We should be able to create estimate and proposal templates so we don't have to build everything from scratch

October 3, 2023

Scott Rabinowitz

we need an easy way for our contracting clients to reuse the same templates and add custom values to change out pics. for example a roofer wants to be able to take pics of damage and put it in the template for each job.. a video for that would be awesome also. it has to be dynamic for each home. rebuilding a new template for every job is not workable.

Sales & Marketing

marked this post as

planned

Carter Hogan

Sales & Marketing: Will this feature also allow for these templates to be shared across sub accounts/snapshots?

Ahmad Hamidi

This is a no brainer lets get it done team !

Chance M.

This is SO necessary. Having to recreate a new proposal every time I need to send one is time consuming and annoying. My time could be better utilized getting more clients

OptimizONE Admin

Yeah this is HUGE. I'd like to be able to easily select a template, edit the specifics of the proposal as far as what is included, and then just send.

Christina Rosario

I just lost endless hours of work trying to create a template that I accidentally hit submit on... didn't realize it and deleted it not realizing I was deleting the only copy of the template. I'm having to recreate the entire thing. If we had templates, that wouldn't have happened.

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