Proposal Templates
For companies preferring not to use the online generator, you can download a template. This allows for customization, such as removing columns or altering the template’s format to suit your needs.
How to access
Check out the templates in a 3-table format [here]. You can download the templates via mobile or from the desktop cloud application. Please note, you’ll need to be logged in to access and download a template.
Additional resources
Training
Scope of work templates
View email template options and learn about the merged fields in email templates.