DripJobs Help Center

How to Make a Proposal Template Your Default 'New Proposal'?

In this article you will learn how to set a proposal template as default for your new proposals.

Written by Paula Contreras

Updated this week

1. Click on 'Sales Pipeline'

Click on 'Sales Pipeline'

2. Click on 'New Proposal'

Click on 'New Proposal'

3. You Will See the Proposal Template as 'Blank (Default)'

You Will See the Proposal Template as 'Blank (Default)'

4. Click on 'Proposals' and Then 'Templates'

Click on 'Proposals' and Then 'Templates'

5. Open the Proposal You Want to Set as Default

Open the Proposal You Want to Set as Default

6. Click on 'Set as Default Proposal'

Click on 'Set as Default Proposal'

7. Let's go Back to The 'Sales Pipeline' to See How it Looks

Let's go Back to The 'Sales Pipeline' to See How it Looks

8. Click on 'New Proposal'

Click on 'New Proposal'

9. 'Example Test' Template was Set as Default

'Example Test' Template was Set as Default

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