DripJobs Help Center

Why My Proposal Templates Aren't Showing Up in the Dropdown to Create a New Proposal?

In this article, you will learn why your proposal template doesn't show up in the dropdown when creating a new proposal.

Written by David Arteaga

Updated over a week ago

1. Click on "Proposal Templates"

Click on "Proposal Templates"

2. Click over the Name of the Proposal You Cannot Find

Click over the Name of the Proposal You Cannot Find

3. Check This Message to See Why This Proposal Template Isn't Working

Check This Message to See Why This Proposal Template Isn't Working

4. Enable the Proposal

See how the warning message changes to let you know that this template works now

Enable the Proposal

5. Click on "Sales Pipeline"

Click on "Sales Pipeline"

6. Click on "New Proposal"

Click on "New Proposal"

7. See How Now This Proposal Template Appears

See How Now This Proposal Template Appears

8. With the Proposal Template Disabled, It Won´t Show on Templates When Creating a Proposal

With the Proposal Template Disabled, It Won´t Show on Templates When Creating a Proposal

If you have any questions, please don't hesitate to contact DripJobs customer support or the helpdesk.