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How To Change A Proposal Template
How To Change A Proposal Template

Learn how to change a template document when sending a sales proposal

Stjepan Šandor avatar
Written by Stjepan Šandor
Updated over a week ago

In Productive you can have several templates for proposals or invoices which you can use on different occasions or for different clients.

When sending a proposal, you can easily switch from one template to the other. Go to Sales and select the deal you're sending the proposal for.

Click on the Document information button on the sidebar and select Edit document info:

Click on the Document Type menu and select a proposal you'd like from the drop-down:

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