DripJobs Help Center

How to Create a Proposal Template With Packages?

In this article, you will learn how to create a proposal template with packages.

Written by David Arteaga

Updated this week

1. Click on 'Proposals'

Click on 'Proposals'

2. Click on 'Templates'

Click on 'Templates'

3. Click on 'New Template'

Click on 'New Template'

4. Give the Template a Name

Type Your Template Name

5. Click on 'Start'

Click on 'Start'

6. Me Sure to Activate Your Proposal Template

A confirmation message will show at the top

Me Sure to Activate Your Proposal Template

7. Scroll Down to Packages to Start Adding Them

Scroll Down to Packages to Start Adding Them

8. Make Sure You've Added Your Packages Correctly

Make Sure You've Added Your Packages Correctly

9. Go Back to the Sales Pipeline

Go Back to the Sales Pipeline

10. Click on 'New Proposal'

Click on 'New Proposal'

11. Click Over the Current Default Proposal Template to Open the DropDown

Click Over the Current Default Proposal Template to Open the DropDown

12. Select Your Just Made Template and Start the Proposal

Select Your Just Made Template and Start the Proposal

13. See Your New Proposal Template Reflected as a Real and Sendable Proposal

See Your New Proposal Template Reflected as a Real and Sendable Proposal

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