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
TemplatesectionAccess saved templates from the
Proposal templatespage or theExplore templatesmenu.Reuse, edit, or refine templates as needed to create new proposals