You can learn more about how to setup and use proposal templates here

Summary

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 Use template 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 Template section
   • Access saved templates from the Proposal templates page or the Explore templates menu.
   • Reuse, edit, or refine templates as needed to create new proposals