Note: You need administrator access to complete the steps outlined in this article.
Account administrators can create new templates giving agents more options for saving and standardising their RP Proposals.
Create a new template
On the templates page click on New Template.
Image 1: Creating a new template
Enter a name for your template and choose the default template you'd like to work from, the Proposal version and the default theme you'd like applied then click next.
Image 2: Entering details about your new template
You now have a new template where you can make changes, lock editing, add sections and reorder content. For more information on editing templates see customising your proposal template. Once finished editing, press save to save your new template.
Image 3: Customising a new template
Activate and use your new template
Once your template is saved you will see it in the list of your templates. Make changes any time by clicking the edit button, click Activate to make your template available to all agents on the RP Proposals account or Deactivate it so that agents cannot use it.
Image 4: Editing and activating/deactivating a template in the Templates tab
To delete any of your custom templates, first Deactivate them, click on the 3 dots on the right hand side and then select Delete.
Image 5: Deleting an inactive template
When any users on the account are now creating new RP Proposals, your new template will be available in the Template drop down menu.
Image 6: Finding a new Proposals template