Templates
Build reusable services, packages, proposals, eForms, bills, and documents.
- eForm Templates
- Ethical letter templates
- Proposal Packages
- Proposal Services
- Create a Proposal Template
- Create and use Template Bills
- Document Templates
- Email template merge fields and custom templates
- Add input fields to proposal terms and documents
- Set up and customise your Terms and Conditions
- Import your Terms and Conditions from Word
- Use Terms and Conditions on proposals and onboarding