Default proposal

Default Proposal Templates – Ready to Use, Easy to Customize

• Creating proposals from scratch can take time, but default proposal templates give you a head start. 
• These pre-made templates are designed to save effort while still letting you adjust them to match your project’s specific needs. You can use them as-is, edit them, or duplicate them to create new variations.

What Is a Default Proposal Template?

A default proposal template is a set of ready-to-use proposals provided by IntoAEC. It offers a quick option for teams who want to move fast while maintaining flexibility.

Exploring the Default Proposal Page

Inside the Default Proposal Table, you’ll find:

• Title – Displays the name of the template.
• Description – Shows a brief overview of the proposal.
• Show/Hide Toggle – Controls whether the template is visible when sending proposals to leads.

Show/Hide Explained

• Show – Enabling this option makes the template appear in the proposal selection list, ready to be sent to leads.
• Hide – Disabling this keeps the template hidden, so it won’t appear when sending proposals.

Edit & Duplicate – Tailor Proposals Your Way

Default proposal templates aren’t fixed—you can adjust them or create copies to suit your needs.

What You Can Do Here

• Preview – View the proposal exactly as your client will see it before sending.
• Edit – Open the template in edit mode, make the necessary changes, and click Save to apply them.

• Duplicate – Create a copy of the template and provide a unique name for easy identification.

Pro tip: Always preview after editing or duplicating—seeing the proposal from your client’s perspective helps catch mistakes and ensures professionalism.

Take It Further – Custom Proposals

Your default proposals give you a strong foundation, but custom proposals let you capture your creativity and impress your prospects. Personalize every section to match your project’s style and client needs.

What You Can Do Here

• Explore custom proposals to create unique versions tailored for different clients CLICK HERE.
• Personalize existing templates to add a personal touch while keeping the core structure intact.
• Send proposals confidently, knowing they reflect your professionalism and attention to detail.

Pro tip: Use custom proposals to stand out—thoughtful personalization can make all the difference in winning leads.