Articles on: Proposals & Templates

Using Proposal Templates

SWELLEnterprise supports two levels of proposal templates: Full Proposal Templates (entire proposal structures) and Section Templates (individual reusable sections).


Full Proposal Templates


A full proposal template saves all sections from an existing proposal so you can reuse the same structure for future proposals.


Saving a Proposal as a Template


  1. Build your proposal with all desired sections in the Proposal Builder
  2. In the sidebar, find the Templates card
  3. Enter a name for your template
  4. Click Save as Template
  5. The template saves all sections, their content, settings, and items


Applying a Template to a New Proposal


  1. Create a new proposal or open a draft
  2. In the sidebar Templates card, select a template from the Start from Template dropdown
  3. All sections from the template populate your proposal
  4. Customize the content as needed for this specific client


Section Templates


Section templates let you save and reuse individual sections across different proposals.


Saving a Section as a Template


  1. In the Section Navigator, find the section you want to save
  2. Click the bookmark icon next to the section
  3. The section is saved as a reusable section template


Inserting a Section Template


  1. Click + Add Section in the Section Navigator
  2. Under Saved Sections, you will see your saved section templates
  3. Click one to append it to your current proposal
  4. The section is added at the end; drag to reorder as needed


Managing Templates


Navigate to Proposals > Templates to manage all your templates:


  • Edit template names and descriptions inline
  • Delete templates you no longer need
  • Filter between Full Proposal templates and Section templates
  • Search templates by name


Cloning a Proposal


You can also duplicate an existing proposal directly:


  1. Go to the Proposals list
  2. Click Clone on any proposal
  3. A new draft is created with all sections, items, and content copied
  4. The clone gets a new proposal number and "Copy of" prefix in the title
  5. Client signatures and sent/viewed timestamps are cleared

Updated on: 06/06/2026

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