It's easy to share Proposal templates with downstream organizations. Proposal templates can only be shared by upstream organizations (Channel Managers) for their channel partners to use. A downstream organization's templates can't be shared upstream.
Note: that an upstream organization can make edits to a proposal template that is shared downstream and expect to see those changes render for their downstream partners.
Here's how:
- Go to Settings.
- Select Proposal Phase.
- Make sure the Templates tab is selected.
- Select the template you'd like to share. And click the Options button (3 vertically aligned dots).
- Select Share.
- A list of all channel partners will be shown on a pop-up window. You can choose selected downstream organizations, or choose "Share with All".
- Click Share.
That's it! The template will now be available and can now be used by your channel partner.
Still have questions? Contact support@sighten.io or start a chat with us when you are logged into the platform.