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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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More Proposal Training

Add Branding to the template using the new Branding tab in Organization Settings.

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Customize the Template using new Sections and Modules in the Proposal Builder.

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Start Using the New Proposal after adding branding and customizing your template.

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