Step into the default template. Making it Simple to Create Proposals

Creating a proposal can be time-consuming, but we're here to help! We've gathered some ready-made templates just for you. And the best part? You can easily adjust them to fit your needs. Feel free to customize or copy these templates to match what you're looking for.

Understanding Default Proposal Templates:

Let's start by defining what a default proposal template is. A default proposal comprises pre-made proposals provided by IntoAEC, offering users a ready-to-use option.

Exploring Functionality:

Let's explore the functionality of the default template,

On that page, you'll discover the default proposal provided by us, presented in the table 

In Default proposal  Table

Title: The title of the default template will be displayed here.

Description: Description of the template will be displayed.

Show/Hide

• Show: By enabling this option in the template center, your proposal template becomes visible when selecting the send proposal in the proposal, allowing it to be sent to leads.

  • This ensures that your proposal is readily available for engagement.

• Hide: Alternatively, opting to hide the proposal  in the template center ensures it remains unseen when selecting to send a proposal

 By clicking this

1. Edit: You'll be directed to edit the proposal first, and then you can click "Save" to save the changes.

2. Duplicate: Duplicate the same proposal, Just remember to provide a name for the duplicated proposal

   1. Note: when you duplicate it will be stored in a custom template 

Are you prepared to dive in? Our default proposal is a reflection of our knowledge and commitment to your success. But if you're looking for some excitement and want to fascinate your prospects, go here now!

Explore with customized proposals and let your imagination run wild.

If you already have a template but want to add some personalization, click here

Enjoy your journey of exploration and creation, knowing that we are here to help you every step of the way.

 Happy proposal crafting!