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How can I rename a Proposal Template?

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?)

1. Click on the Libraries icon in the main menu (side menu on the left)

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2. Open the 'Proposals' tab

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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.

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

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5. Edit the name of the Proposal Template

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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.

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

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