Skip to main content

Mobile: How to Create a Proposal Template?

In this article, you will learn how to create a proposal template from your mobile device.

Written by David Arteaga


1. Open Your Menu

Open Your Menu

2. Click on 'Proposals'

Click on 'Proposals'

3. Click on 'Templates'

Click on 'Templates'

4. Click on 'New Template'

Click on 'New Template'

5. Give Your Template a Name

Give Your Template a Name

6. Click on 'Start'

Click on 'Start'

7. Start Setting Up Your Proposal Template

  • Activate it in order to see it when starting new proposals

  • Set it as default if you want it to always show as the first option when starting proposals

  • Set the whole template with items/areas/packages and general proposal settings

Start Setting Up Your Proposal Template

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

Did this answer your question?