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The new dynamic proposal Proposal is still in beta and only available to select EverBright partners. |
If Users can access the new dynamic proposal template if your organization is in the beta group, users can now access the new dynamic proposal template.
Watch a
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Demo on Accessing the New Proposal Template
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To access a new proposal template click the gear icon to open your settings.
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Click Proposal Phase on the left.
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Here you will see a new tab for the Dynamic Proposal. Click on the Dynamic Template tab.
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Active Dynamic Templates
Locked Templates: The Standard Dynamic Proposal template is locked for all downstream organizations. Users can preview locked templates but can not edit or make changes.
Unlocked Templates: Users with Admin permission can create a new template and edit, delete, or duplicate existing templates.
Edit the Unlocked Template
Click directly into an (unlocked) template to enter the builder.
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Actions Menu
Use the template's Actions Menu to perform various actions. Users can Rename the template, set it as Inactive (or Activate it if inactive), or Delete it.
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Creating a New Template
Users with Admin permission can create a new proposal template by clicking the + Add Templates button. The New Template model will appear, and users can select a template to copy.
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