Proposal Templates List View
The Proposal Templates list view displays every proposal template defined in your database. A proposal template allows you to standardize the appearance and layout of the proposals you send to customers. Rev.io provides several default proposal templates that are available for use in your instance immediately. You can define your own templates from the Proposal Templates list view and apply them when adding proposals to quotes. See the Create/Edit Quotes article for more information about creating quotes and applying proposal templates.
Each field on the Proposal Templates list view is defined below.
| No. | Label | Definition |
| 1 | Template Name | Name of the proposal template. |
| 2 | Created Date | Date the proposal template was created. |
| 3 | Last Modified Date | Date the proposal template was last updated. |
| 4 | Version | Version of the proposal template. |
These actions are available on the Proposal Templates list view.
- Create a new proposal template by clicking the Create Template button. See the Create/Edit Proposal Templates article for more information.
- Sort the results in the table by clicking the column label in the table header.
- Edit a proposal template by clicking the ellipsis at the end of a row and selecting Edit from the menu options. See the Create/Edit Proposal Templates article for more information.
- Delete a proposal template by clicking the ellipsis at the end of a row and selecting Delete from the menu options.