Option templates allow you to present different choices or variations for a specific product or service that you sell to a customer. It enables you to create multiple options (such as Premium, Standard, Economy) within a template, each detailing the specific services, features, or pricing associated with that option. When creating a proposal for a customer, you can include these option templates to provide a more customised and flexible offering.

View setting

➡️ Profile icon > Settings > Proposals > Option templates > View

By default, you will find a folder named "Option templates." Any templates not assigned to other folders will be grouped under this default folder.

You can either import the downloaded template or choose the "Add from Marketplace" option to use pre-defined templates and modify them as needed.

Add new Option template

➡️ Add new template > Complete side panel > Save. 

• Folder: The folder in which the template should be saved.
• Name: Template name.
• Customer display name: Customer sees this name in the proposal portal link.

Cancel/Save.

It is possible to have more than one pricing section on a single proposal.

For videos, enter the URL of the video; we support YouTube, Wistia, and Loom links.

Configuring the layout

Configure template

➡️ Configure > Use Content blocks, Add new page and Page properties to design the template > X to Close.

Content blocks

• Drag and drop the required fields from the Content blocks to begin building your cover page.
• Title & Text Area have extra formatting options once highlighted.
• Click and block and use the 3 dots to the right for extra formatting.

Set up a grant option(s)

➡️ Set up a grant option(s) > Add > Select Grant template from dropdown > Edit if required > Save

• In the invoice, the grant amount will be deducted from the total, and you'll see the final amount.

• The form will auto populate with the Grant template information, you can make edits as needed.

The Grant amount can only be amended via the Grant template.

The Grant amount must be less than the Grand total of the Proposal.

Setting up Finance

➡️ Set up finance > Add > Select the finance templatefrom dropdown  > Save.

In the Pricing section, the grand total and the finance breakdown will be shown, with calculations based on the values chosen in the representative finance plan.

When configuring the opportunity template, you will set the 'Send proposal template' and in that, you need to use the tag, proposal_portal_url.

Add new Add-on

➡️ Add new add-on > Complete side panel > Save

Add-on name: Internal name

Customer display name: Your customer sees this name in the proposal portal link.

Download a template

➡️ Download > File will automatically go to your browser download location

Financial information cannot be downloaded

Clone a template

➡️ Clone > Type Clone > Clone 

Edit a template

➡️ Edit > Amend Template name > Save

Delete a template 

➡️ Delete > Type delete > Save

Add new folder

You have the flexibility to create as many folders as you require, and within each folder, you can further organise your templates by creating subfolders. Click "Add new folder" on the left side panel to create a folder or subfolder.

Edit folder

➡️ Locate the folder > Change the folder name > Save

Delete folder

➡️ Locate the folder > Delete > Type Delete > Delete

Organising folders and templates

Drag and drop your templates and folders to keep everything organised. To move multiple templates and/or folders at one time, check the box next to the name before dragging.