Manage Proposal Templates
Amanda Aparicio
Create a page for Proposal templates so that users can create, edit, and delete proposal templates as needed.
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Amanda Aparicio
Merged in a post:
Edit Existing Proposal Templates
Amanda Aparicio
Today if you need to make a change to a proposal template, you need to delete the existing template and recreate the template with the needed change.
Instead, we should consider building out a location where users can edit existing proposal templates (vs. having to recreate).