If you need to change the text in the document template before sending a proposal, follow these steps:

1. Click on 'New Proposal'

2. Go straight to the "Documents to sign" step and click Edit next to the template you need to change

3. Make the required changes

4. click 'Save template' and select 'Save as copy in proposal'. We will clone the changed template and attach it to the current proposal.

SIDE NOTE: If you would like the edits you make to the Document Template to become permanent then select 'Update Current Template' option instead.

5. If you chose 'Save as copy in Proposal' in step 4, then next select the newly created 'local copy' in the template:

Configure the rest of the Proposal and Send it. Note that 'local copy' will disappear after it is sent out.