The format and content of a proposal play an important role in successfully closing a new deal, and the right design can vary according to client and opportunity details. To ensure you select the most suitable template, you can preview proposal templates in full before committing to a certain design and you also have the option to print the proposal from a PDF.
How does previewing proposal templates work?
Go to Marketing Portal > Commerce > Proposals > Manage Proposals OR Partner Center > Commerce > Proposals > Templates
Choose a template
Scroll through the preview
Repeat steps 2-3 until you find a match
Name the proposal and select a recipient account
Press Create
Try it out!
Ready to create a proposal? Head over to Marketing Portal > Commerce > Proposals to get started.
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