To import a Lead Proposal Template, select a lead, navigate to the Proposals tab and select Import Proposal.
From here, you can select the template you would like to import as well as What to Copy. Copying Estimates will import all line items, copying Formatted Text will copy the introductory and closing text of the Proposal Template and selecting Attached Documents will copy any documents associated with the Proposal Template. When you're done, click Import.
If you ever need to import a Proposal Template into multiple leads at one time, you can do so by selecting the checkboxes to the left of each lead.
Once selected, navigate to Checked Actions drop-down and select Import Proposal.
Interested in Learning More? 📚
The Buildertrend Learning Academy is your one-stop-shop for your online education, whether you're new to Buildertrend or an experienced user looking to learn more.
If you have any questions or require additional support, feel free to chat with us, send an email: firstname.lastname@example.org, or give us a call at 1-888-415-7149. We’re always happy to help.