Importing a Proposal Template Into a New Proposal

Video Tip - Go to the 6:48 mark of the video to view information on how to import a Proposal Template into a new Proposal.

You can save time by creating Proposal Templates that you can use over and over again by importing them into new Proposals.

To Import a Proposal Template into a New Proposal:

  1. Use one of these three ways to access the Proposals tool:
    • Click on the "Proposals" tool button on the Event Dashboard.
    • Use the Quick Launch or Switch Event tool to select the appropriate Event and the "Proposals" tool.
    • Click on "Proposals" in the main navigation bar.
  2. Click on the "Import/Export" button and select the "Import Template as New Proposal" option.
  3. From the dropdown menu, select the Proposal Template that you wish to import as a new Proposal.
  4. After clicking "Save", the selected Template has been saved as a new Proposal. It will include all details from the Template (including the name), which you can now edit and modify.

For more on Proposal Templates, see Creating/Using Proposal Templates.

 

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