In Productive, you can utilize various document templates for deal proposals tailored for different occasions or clients. This flexibility allows you to maintain consistency in your client communications.
Here’s how to change a proposal template to suit your needs better.
1) Access the deal
Navigate to CRM > Deals and select the deal for which you are sending the proposal.
2) Edit document information
Select the Document information tab located in the deal sidebar and click on Edit document info to open the proposal document settings.
3) Select a new template
Click on the Document template menu, pick the proposal template you would like to use and select Save to confirm your choice.
If needed, adjust the note you'd like to add to this specific deal. Otherwise, the note you added in the settings will be applied.
📌 Make sure you select the preferred tax rate for the proposal. If this field is left empty, no tax will be applied to the services in the proposal.
After successfully switching your deal proposal template, select Export Proposal PDF to download your document.
