Create proposals and estimate templates for consistency and automation

Businesses will now be able to create proposal and estimate templates. This will enable quick and easy sending of documents and will also enable automatically sending the document in a workflow using the same templates created
Users will be able to convert any existing document created into a template using the
Convert to Template
action and give an appropriate name to it for future references
Templates can contain all information related to your proposal/estimate apart from the recipient information
Users will also be able to assign signature elements to themselves inside the templates in case one of the signees is a business user in every proposal/estimate they send to a potential client
All templates will be listed on the Templates page under Proposals and Estimates. Quick actions on the templates page will enable the use of the template
Users will be able to modify, rename, or delete the templates at any point in time