How to write or change a proposal template, and what are the {fields}
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How to write or change a proposal template, and what are the {fields}. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Open Proposal templates and press New template, or open a template to change it. Starter templates are yours to edit.
- Give it a name, an optional description and category, and the language.
- Write each section. Above every box are buttons for bold, a heading, a bullet list and a numbered list, and a menu to insert a field. The preview underneath shows how it will look, using sample data.
- Set the presets (rate basis, billing timing, minimum hire, rental periods, valid for how many days) and, if you like, kit templates or fixed lines to add to new quotes.
- Press Save template.
Tip
The text is plain text with simple marks, never HTML: ## Heading, bold, a line starting with - for a bullet, a line starting with 1. for a numbered list, and a blank line for a new paragraph. Fields in curly brackets are filled in when the template is used: {customer}, {contact}, {job}, {site_address}, {quote_no}, {valid_until}, {total}, {company}, {prepared_by}, {start_date} and {min_hire_days}. A field the system does not know, or one that has no value yet, stays exactly as typed so you can spot it.