Templates Guide

Templates let you save a proposal structure and reuse it for future projects.

Saving a Proposal as a Template

1. Open a proposal in the editor.
2. Open the hamburger menu (top-left).
3. Click Save as Template.
4. Enter a name and optional category for the template.
5. Click Save.

The template stores the full proposal structure: scope, tasks, budget items, qualifications, custom sections, and timeline settings.

Creating a New Proposal from a Template

1. From the homepage, click Templates.
2. Find the template you want to use and click Use Template.
3. A new proposal is created with all the template data filled in. Give it a new title and adjust as needed.

Managing Templates

• View all templates at the Templates page.
• Delete a template by clicking the trash icon.

Templates are stored as JSON files in the data/templates/ directory.