Table of contents
1. Introduction
Templates in Cone serve as a foundational tool for enhancing the efficiency and consistency of your proposal creation process. By leveraging templates, users can save frequently used formats and content, reducing the need for repetitive work and maintaining brand consistency across communications
2. Types of templates
Cone provides a versatile range of template types to cover the various aspects of proposal and client engagement processes:
Proposal templates: Foundation layouts for proposals, including structure, key sections, and formatting
Proposal section templates: Customizable sections within proposals such as media embeds, text and image blocks, and testimonials
Engagement letter templates: Pre-formatted letters that outline the terms of engagement, scope of work, and other contractual details
Email templates: Ready-to-use email formats for communicating with clients throughout the proposal process
3. Using Cone Template Library
Accessing templates:
Cone offers a library of professionally designed templates for each category. Users can browse these templates to find a format that aligns with their needs
You can find Cone templates by clicking on
Templatesfrom left navigation bar and clicking onTemplate libraryin each of the sections
Duplication and customization:
Once a suitable template is selected, users can duplicate it, creating a customizable version that can be edited to fit specific requirements
4. Creating custom templates
Starting from scratch: Users can create new templates by opting to start with a blank template or by modifying duplicated Cone-provided templates
Editing and customization: Whether created anew or from a duplication, templates can be extensively edited—including text alterations, adding or removing sections, and branding adjustments
5. Template management
Draft and published statuses: Templates exist in two states:
Draft: A template in this state is under development. Users can make any necessary edits until the template is ready for use
Published: Only published templates are available for official use when creating new proposals, engagement letters, or emails
Publishing a template: To make a draft template available for use, users must publish it. This action finalizes the template, incorporating it into the selectable options for future document creation
Editing published templates: To amend a published template, it must first be reverted to the draft state. You can do this by using
Unpublishfrom the triple dot actions available for a template. Following edits, the template can be republished, updating the version available for use
6. Application of templates
Proposal creation: Utilize published proposal and section templates to create consistent and engaging proposals that capture your brand's ethos and meet clients' expectations
Engagement letters and emails: Adopt engagement letter and email templates to ensure all client communications are professionally formatted and contain all necessary information, reinforcing a coherent brand image