Are you wondering about the distinction between a template and a proposal in Engage? In this article, we'll provide you with a clear understanding of these terms and how they relate to each other.

A template, in the context of Engage, refers to a pre-designed framework that is provided by our team. It serves as the fundamental structure for every proposal you create. Engage allows you to have multiple versions of your template, providing you with the flexibility to customize them to meet your specific needs. For instance, some users prefer to create separate versions of the template for each agent or each suburb, tailoring them accordingly to suit their agency requirements.

When you work with a template, there are several key elements that you can modify. These include text, images, the order of sections, and the option to delete specific sections. It's important to note that elements such as comparables, reviews, and user profiles are added at the proposal level, rather than within the template itself. If you are interested in learning how to create a project or a proposal, we have dedicated videos available that provide detailed instructions. We recommend referring to those resources for comprehensive guidance on those topics.

While templates serve as a foundation, it's crucial to understand that each proposal can be further customized to cater to individual properties. You have the freedom to make specific edits within each proposal, allowing you to tailor it according to your unique requirements and preferences.

In summary, templates in Engage provide a starting point for your proposals, offering a standardized framework. They can be modified in terms of text, images, section order, and section deletion. On the other hand, proposals allow for further customization, including the addition of comparables, reviews, and user profiles, specific to each property.

See our video here to learn more.

If there are any issues or concerns, please contact your Engage Support at support@engagedigital.io.