Creating a template from scratch can be difficult and time-consuming. Luckily, we've created a Template Library to help you get off to a fresh start!

Here you'll find a number of proposal templates that are ready to be personalized for your specific use case. Simply:

  • Choose the template that suits you best

  • Preview and save the template to your content library

  • Edit the template to match your brand and use case

  • Start delivering the template in your send-outs!

How to find and preview templates

Inside the content library, you will find a button that says Template library.

Click on this button and a popup box with all the proposal templates will appear. In this modal, you can choose to directly create a send-out based on the template or preview it.

You can also find all the proposal templates on the website. Click below to go to our template library webpage.

What can you do with these templates?

Once you have opened the Template Library you will see two options, Start a send-out or Preview template. You can either start drafting a new send-out right away or preview the template and add it as a resource in your content library.

Copying a template to your content library to begin personalizing it

To add one of these templates as a resource to your content library, you first need to preview the one you want to add.

Once you preview it, click Save Template.

When you have chosen to save the template, it will be added to your content library.

Click on the template if you want to make changes to the template to personalize it for your brand and use case.

Start a send-out

If you wish to create a single send-out and not save the template to Content Library, click on the three dots on the template and choose to Start sendout.

You will go directly to a drafting send-out page, where you can edit the document, add recipients, create an intro video and then send it.

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