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Presentation & Proposal Template Saving Options

Feature Requests

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.

Posted by Gail Marshall Schneckner ·
1 comment

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Comments1

  • Ashley Oss

    •

    Jan 21

    I would like to be able to use fee proposals and welcome guides I’ve created in Canva and upload them as templates to apply to all projects where they could be personalized for each client.