Writing Lead Proposals can be tedious and time-consuming. You can eliminate the stress of writing new Lead Proposals for every Lead Opportunity by templating your standard Lead Proposals. Not only will this ensure accuracy, but it will also make it easier for you to get away from the computer and back to the things that really matter.

There are two ways to create a Lead Proposal Template. If you already have a Lead Proposal created within a Lead Opportunity, select the lead that contains the proposal you would like to template. Once selected, navigate to the Proposals tab and select Copy to Proposal Template.

Here you will add a Template Name. Click Copy to save the template.

To access the templates you have created, navigate to the Proposal Templates tab.

From here, you can see the Lead Proposal Templates that have been created. Click on the proposal templates to make any edits. You can also create a New Proposal Template from scratch within the is tab.

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