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Nicholas Reimer
This has been in the works for years and "planned" since 2023. This is super important and needs to be prioritized. Especially with the option to limit the sales people from seeing only their own proposals, which is a good thing, it would be nice to have them be able to have their own templates vs copying other sales people's proposals as templates. I've been told this has been in the works for years. Probably since 2021 when this originally was requested. D-Tools Cloud Proposal software has this template feature and again I feel this needs to be prioritized. Nicholas @ Coastal Protection
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Luke Vandewark
the feature request for me would be to have default areas and products populate on new proposal creation. You know, stuff that goes on every proposal anyway without cloning or copying.. Ie. labor and warranty (onevision, parasol, etc).. similar to cover page and terms
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Johan A Marte
This would be great
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Nathan Brady
This would be awesome to have!! A highly needed feature!
Morgan Pace
Checking in on this, ETA?
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Keith Hedgespeth
Any update on the ETA of this feature?
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Nicholas Reimer
Keith Hedgespeth: I second this question. Any update on this feature?
Kirk Chisholm
planned
Kirk Chisholm
Merged in a post:
Create Proposal Templates that cannot be edited
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Wade Mosier
Would like to be able to have company set templates for packages / proposals that cannot be modified by anyone other than managers, they can only be cloned.
Kirk Chisholm
Merged in a post:
Keep proposal template at the top
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Travis Watanabe
I was to be able to designate a proposal as a template and have it appear at the top of the proposal page (or other designated area)
Kirk Chisholm
Merged in a post:
Add a proposal status category called "Template"
Justin Zalaznik
We create generic proposals for things that we use over and over again. We call them "Templates." Ex: 5.1 Surround Sound Setup. If there was a category in the Proposal Status area (drop down) called "templates" we could quickly find them.
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