Feature Update: Create Proposals and Estimate Templates for Consistency and Automation

– Businesses will now be able to create proposal and estimate templates. This will enable quick and easy sending of documents and will also enable automatically sending the document in a workflow using the same templates created

– Users will be able to convert any existing document created into a template using the `Convert to Template` action and give an appropriate name to it for future references

– Templates can contain all information related to your proposal/estimate apart from the recipient information

– Users will also be able to assign signature elements to themselves inside the templates in case one of the signees is a business user in every proposal/estimate they send to a potential client

– All templates will be listed on the Templates page under Proposals and Estimates. Quick actions on the templates page will enable the use of the template

– Users will be able to modify, rename, or delete the templates at any point in time

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