Proposal templates

If you write similar proposals again and again – a website relaunch or a retainer, say – a proposal template pays off. It stores the modules, variants, groups, texts and settings of a typical proposal, and a default customer if you like. From it you create a ready-to-edit draft with one click.

Create a template#

Your templates live under "Orders" › "Templates". Click "New template", enter a name under "Template name" and build the proposal as usual: recipient (optional), validity in days, reference, document title, cover text, line items, notes and footer text. "Create template" saves it.

Save an existing proposal as a template#

It is even quicker with a proposal that has already proven itself: open it, click "More" (the three dots) top right and choose "Save as template". Nori copies the whole structure into a new template – you only give it a name and save.

Manage templates#

In the list you search templates, star the ones you use most as favourites so they come first, and edit or delete them. Proposals you already created from a template stay unchanged when you edit or delete the template.

How to start a proposal from a template is covered in Create a proposal from a template.