1. Click on "Proposal Templates"
2. Click on "New Template"
3. Type the Name for This Template
4. Click on "Start"
5. Always Remember to Enable the Template
6. See the Message Appearing as Soon as You Enable It
7. Select the Items You'd Like This Proposal to Have by Default
8. Set Your Payment and Proposal Settings
9. Also Set the Payment Schedule If You'd Like the Proposal to Have One
10. Set Your Video
(It's not mandatory)
11. Set Your Notes
(It's not mandatory)
12. Set Your Custom Sections
Select or add custom sections as long as you want to
(It's not mandatory)
13. Set Your Attachments
(It's not mandatory)
14. See How the New Templates Gets Created With the Information and Settings You Added
15. Click on "Sales Pipeline"
16. Click on "New Proposal"
17. Select Your Proposal Template
18. See the Base Items You Already Put
19. All the Tabs Should Already Be Set Up
