Proposal Builder: Preview proposal templates before use

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 it work?

  1. Go to Sales & Success Center > Proposals > Manage Proposals OR Sales & Success Center > 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 your Sales & Success Center.

Have questions? Check out our FAQ section for more information. 


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