You can modify any Proposal Template in 'My Drive' (and in 'Company Drive' provided that you have admin rights).
If you wish to modify a PVsell Template, you need to copy it from the 'PVsell Templates' drive to 'My Drive'. (How can I copy or move a page from one Proposal Template to another?)
2. Open the 'Proposals' tab

3. Select the Drive where the necessary Proposal Template is stored
Click on the necessary drive in the 'Current Drive' dropdown. The current drive is marked with a tick in the list of drives.
Remember you can rename any Proposal Template in 'My Drive' (and 'Company Drive' if you have admin rights) as mentioned above.

4. Click the Edit icon next to the Proposal Template you wish to rename

5. Edit the name of the Proposal Template

6. Click 'Save and return to Library' at the bottom of the page when done renaming
Or click 'Save and Edit' to update the name and continue editing your Proposal Template.

7. Done! Your Proposal Template will have a new name now


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