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Templates let you save a proposal’s configuration — type, settings, clauses, governance terms, and defaults — so you can reuse it across clients and projects without starting from scratch.

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What a template saves

A template captures:
  • Proposal type — Technical, Hour Bucket, T&M, Retainer, Milestone, or Staff Augmentation.
  • Document mode — whether the output is a proposal, proposal + agreement, contract, or SOW.
  • Default settings — hourly rate, currency, availability, delivery mode, and other project-level defaults.
  • Custom clauses — legal clauses you’ve selected or AI-generated (IP, NDA, change management, payment terms).
  • Governance configuration — warranty period, revision rounds, change request process.
  • Branding preferences — theme, color, font pairing.
Templates do not save project-specific content like the brief, requirements, client name, or pricing. Those are unique to each proposal.

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Creating a template

  1. Build a proposal with the configuration you want to reuse.
  2. Go to Settings → Defaults & Templates.
  3. Click Save as Template.
  4. Give the template a name and optional description (e.g., “Standard T&M for enterprise clients” or “Retainer — monthly maintenance”).
You can also create a template from the proposal editor by clicking the save icon in the template section.

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Using a template

When creating a new proposal:
  1. Click New Proposal from the dashboard.
  2. In the creation hub, your saved templates appear as cards alongside the default proposal types.
  3. Click a template to start a new proposal with all its saved settings pre-applied.
  4. Fill in the project-specific content — brief, client details, requirements — and you’re ready to share.
Set a default template in Settings → Defaults & Templates. New proposals automatically inherit the default template’s settings unless you choose a different one.

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Editing a template

To update a template:
  1. Go to Settings → Defaults & Templates.
  2. Click the template you want to edit.
  3. Modify the settings, clauses, or configuration.
  4. Save. Existing proposals created from this template are not affected — only new proposals will use the updated settings.

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Template limits by plan

PlanTemplates
Starter—
ProfessionalUp to 5
AgencyUnlimited
LifetimeUp to 5

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Preset proposal types

Even without saved templates, the creation hub shows preset intent cards — preconfigured starting points for common engagement types:
  • Technical proposal with agreement clauses.
  • Hour bucket for ongoing support.
  • Time & Materials for agile engagements.
  • Retainer for monthly services.
  • Milestone-based for phased delivery.
  • Staff Augmentation for team placement (Agency plan).
These presets apply sensible defaults for the selected type, including recommended document mode and default clause categories. You can customize everything after creating the proposal.