The Goal: Copy and customize the built-in Sales Proposal document generation template so your standard proposal content is pre-filled and ready to reuse.
Before You Begin:
- You need staff access to Settings and the document generation templates.
- Have your document editor login (user name and password) ready to launch and edit the template.
- A Sales Proposal template is included in your database by default — it is formatted to pull in key information such as logo, contact information, and other details for the sales opportunity.
Step-by-Step Instructions
If your sales proposals follow a similar pattern, you may create a template where the standard items are already filled in, and customize it when needed. If needed, you can customize this template to meet your needs.
- Click Settings in the left-hand rail.
- Click Document Generation Templates in the General Settings section.
- Click the copy icon to the far right under “Actions” for the Sales Proposal template.
- Scroll to the bottom of the document list to view your copy. To change the file name or file type, choose the copied file name and complete your changes.
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Select the “edit” icon under actions to launch the template to view and edit. You will be taken to the document editor login.
Enter your MemberZone user name and password to launch the document.
- Enable editing of the document, complete your changes, select Save, and close the document. Your changes will be saved. You can now choose this template where applicable.
Click here to view the Sales Proposal default template
Common Pitfalls
- Editing the original instead of a copy: Always copy the included Sales Proposal template first, then edit the copy. Editing the default directly can overwrite the standard template for everyone.