You can define multiple document templates in your proposals. Here we describe how to set up those templates.
If you have already defined a template you can pull it into Proposal settings via 'Select Existing Template' button.
If you have not defined a template yet, click 'Add document template'.
Let's see what happens after you click "Add Document Template".
You will see a template editor that allows you to:
Type in the text required
Paste the required text from another programme such as Microsoft Word
Add extra features such as a footer, a header, an image and pull in placeholders for variables that will be filled out by the client.
If you want the client to sign the template, pull in the variables related from the box entitled "digital signature fields"
If you would like to pull in data related to the Proposal which you will fill out when configuring it, add the variable names from "Proposal details" section.
If you would like to pull in data from a webform that the client will fill in a previous step of the proposal, add the variable names from "Data from forms" section. Note that each variable in that section corresponds to a variable name assigned to a field from a webform saved in the "Intake Forms" section of Proposal settings.
When configuring a new Proposal the Docs section of the Proposal wizard will show you if the templates are correctly configured to work with the webform you have chosen in the Form section. If they are not, you will see which variable names are "orphaned", i.e. do not have a corresponding webform to draw the data from.
Finally, when the document template is presented to your client it will be converted into a PDF document and will contain all the information pulled in form various sources.