Proposal Group Templates allow you to accelerate the speed in which you can create Proposal Groups by automating the creation process using a template with preselected information (Job Templates).
In this article:
Create a Proposal Group Template
⚠️ You must create Job Templates before creating Proposal Group Templates. Follow this link for more information on creating Job Templates.
Navigate to:
Setup > Templates > Proposal Group Templates
Select + New Template
Enter a Proposal Group Name (e.g., VIP Package, Full Service Maintenance, etc.)
Fill in the General information, as needed.
⚠️ All fields set at the General level override the fields set on the Job Templates
Navigate to the Job Templates tab & select + Add job template
Choose from available templates
Select +Add
💡Once your Job Templates are added, you may use the dots to the left of each template to reorder them, or you may select the Delete button to remove them.
Select Save & Close
Use a Proposal Group Template
Navigate to: + Create > Proposal
Toggle Proposal Group Template
Select a template from the list & then select Use Template
Update the Proposal Group & Jobs with the appropriate information
💡 Follow the link for more information on Proposal Groups
Create & Use Proposal Group Template Video
*Note: Some of the content in this video may reflect a previous version of SingleOps. For a more accurate guide, please refer to the steps listed above.