You can learn more about how to setup and use proposal templates here
Summary
- Introduction to proposal templates - Access pre-designed industry-standard templates in Cone for quick and easy proposals 
- Start by exploring templates on the proposals page or within the library section 
 
- Access and choose Templates - Find templates that match your requirements under the library or template sections 
- Click - Use templateto begin customizing and editing
 
- Customizing templates - Replace images, adjust styling, add sections, or tweak layouts to fit your vision 
- Assign a client and save changes for future edits if needed 
 
- Sending proposals - Share proposals with clients via email or a shareable link 
 
- Saving and managing templates - Save customized templates for future use under the - Templatesection
- Access saved templates from the - Proposal templatespage or the- Explore templatesmenu.
- Reuse, edit, or refine templates as needed to create new proposals 
 
