ClickSabi Pro
Proposals
Using proposal templates
Start from a consistent structure instead of a blank page.
1 min readLast updated
What a template holds
Sections, equipment, services and FAQs for a type of work: residential solar, commercial solar, battery storage, HVAC, roofing, windows, heat pumps, electrical and general home improvement.
Using one
Pick the template when you create the proposal, then edit the content for the customer. Editing a proposal never changes the template.
Related articles
- ProposalsCreating a proposalThe three ways to start, including uploading an existing PDF.
- ProposalsUnderstanding Proposal StudioWhere an offer is built, and what happens after you send it.
- ProposalsPublishing and sharing a proposalPublish a version, control the link, and preview what the customer sees.
- ProposalsProposal statusesWhat each status means and which ones lock the proposal.
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