Learn about the different building blocks available in the Template Builder.
Proposal Template Sections OverviewEach template can be comprised of individual section blocks. We offer a range of prebuilt sections that you can use to build unique outputs.
Cover Page Section
Company Info Section
Products Not IncludedLearn about this proposal section type and how it can be used.
Location Based Photos
Drawing Section - TemplateLearn how you can insert your drawing into the body of your proposal using the template builder.
Payment SectionLearn how to insert the payment section within your proposal template so your customer can quickly understand the amount owed.
Template Builder Page SetupLearn how to establish the page format and margins for your template.
Creating Your First Proposal, Testing
Creating Your First Proposal | Pt. 1
Quick-add VariablesYou can now quickly add variables within a Paragraph Block while using the Proposal Template Builder.