Presentation & Proposal Template Saving Options

Please change the proposal and presentation templates to allow us to customize a full template for our business and save it in drop down (like design boards). Currently you have to select a client and edit the template each time you use it rather than just customizing once, and each time editing only client info. This would cut down on time for everyone and be much more efficient.

*Also, if possible, having it be one document, not individual boards. Like Canva does. Saving as a PDF for printing once complete.

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Upvoters
Status

In Review

Board

πŸ’‘ Feature Requests

Date

2 months ago

Author

Gail Marshall Schneckner

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