Create a proposal from a template

In the proposals overview click "From template". The "Create proposal from template" dialog lists your templates – favourites first, each with its default customer and amount. Pick the right one and Nori creates a new draft with its modules and settings right away.

You can also start from the template list under "Orders" › "Templates" with "Create proposal" on the template.

The new draft opens in the editor. Add the recipient if the template has no default customer, adapt line items and texts to this project and send the proposal as usual via "Finish". Nori works out the valid-until date from the number of days stored in the template, counted from today.

No template yet? See Proposal templates.