How do I save my proposal to my Proposal Drive as a template I can reuse?

1. Open the project's "Proposal" tab

2. Click "Save Proposal"

3. Enter a name for a proposal in order to create a new folder for the template

Alternatively, you can overwrite any existing proposal in your templates

From the list of existing proposal templates, select the template you wish to save the proposal to by clicking on it.

4. From the 'Current Drive' dropdown, select which Drive you wish to save the proposal to

The current drive is marked with a tick in the list of drives.

• "My Drive" is a space to store your own personal Proposals
• "Company Drive" is a space for proposals that all users in your company can access
• "PVsell Templates" is a drive where the templates provided by PVsell are stored. You won't have permission to save here, but can load templates provided by PVsell from this drive

• How can I load a proposal template (or a page from it) to my customer's proposal I'm currently working on?

5. Click "Save"

The pages in your current project proposal will be saved as a proposal template to the drive you've selected under the name you've entered.

If you have selected an existing template to save the current proposal to, a pop-up will appear. Click 'OK', if you are sure you want to overwrite this proposal template with a new proposal.

Learn more:

• How can I modify an existing Proposal Template?