Overview - Document Templates
A Document is an output file used to present a Proposals analysis. For example, a Document can be a customer-facing proposal, a contract, or an internal report. ‘Document Templates’ are then selectable as options on the ‘Edit Proposal’ screen. You can add as many document templates to a given proposal as needed. Our Document Template module is very dynamic, allowing you to fully customize the organization, formatting, styling, and referenced variables within their Documents.
Note: you should be careful when making edits to existing Documents, as changes will impact all Proposals generated in the company account that have referenced that Document. It is strongly recommended that users copy the document they wish to edit before making any changes.