Proply currently offers six different templates to choose from.
Templates can be selected and previewed during Step 5 of the proposal creation process.
To change the template of a proposal (whether it is a Draft or Published):
- Navigate to Proposals
- Locate the proposal you'd like to change the template for
- Click the edit icon in the top right of proposal's tile
- Go to Step 5
- Select the desired template (and Preview if you'd like)
- Click Save.
If the proposal is already live, the client will see the new template when they next click the link (or refresh the page).