Create a template
- From scratch: on Proposals, open the Templates tab and choose New Template, then Blank template. Or use New Proposal, then New template.
- With AI: choose Build with AI under New Template, or Build template with AI under New Proposal.
- From a proposal you've sent: open its menu and choose Save as template.
Build it like a proposal and click Create template. Use Preview as customer to check it.
Use a template
- On the Templates tab, click Use template.
- Or click New Proposal and pick it under From template.
- From a lead or customer, choose New Proposal, then Choose a template.
Everything from the template is filled in. Pick the customer or lead, adjust anything for this job, and send. The tax rate uses your current rate.
Reuse a quote
Open the quote you want to copy and choose Duplicate Quote from the More actions menu. A new quote opens with the same items, ready for a different customer or vehicle.
Tip
The Lead Agent reads your templates too, and can fit one to a lead's vehicle when it suggests a proposal.