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How can I preview proposal templates before use?

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Written by Support
Updated over 5 months ago

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?

  1. Go to Marketing Portal > Commerce > Proposals > Manage Proposals OR Partner Center > Commerce > Proposals > Templates

  2. Choose a template

  3. Scroll through the preview

  4. Repeat steps 2-3 until you find a match

  5. Name the proposal and select a recipient account

  6. Press Create

Try it out!

Ready to create a proposal? Head over to Marketing Portal > Commerce > Proposals to get started.

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