Cone

You can learn more about how to setup and use proposal templates <a href="https://intercom.help/conehq/en/articles/9762410-how-to-use-proposal-templates" rel="nofollow noopener noreferrer" target="_blank">here</a>

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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

- Find templates that match your requirements under the library or template sections
- Click <code>Use template</code> to begin customizing and editing

- Replace images, adjust styling, add sections, or tweak layouts to fit your vision
- Assign a client and save changes for future edits if needed

- Share proposals with clients via email or a shareable link

- Save customized templates for future use under the <code>Template</code> section
- Access saved templates from the <code>Proposal templates</code> page or the <code>Explore templates</code> menu.
- Reuse, edit, or refine templates as needed to create new proposals

1. 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
2. Access and choose Templates
 - Find templates that match your requirements under the library or template sections
 - Click <code>Use template</code> to begin customizing and editing
3. 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
4. Sending proposals
 - Share proposals with clients via email or a shareable link
5. Saving and managing templates
 - Save customized templates for future use under the <code>Template</code> section
 - Access saved templates from the <code>Proposal templates</code> page or the <code>Explore templates</code> menu.
 - Reuse, edit, or refine templates as needed to create new proposals

Easily customize and send professional proposal templates in Cone, save them for future use

Summary