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How to Create a Saved Template In Proposals

To make creating new proposals even easier, Proposals By Better Agency has designed a feature to allow users to create standard proposal templates that can be saved and used for future use. To take advantage of this time-saving feature, follow the instructions below to learn how to create standard templates.

1. On the home page of the portal, select "View" next to the agent who will be creating the new proposal. Once the agent has opened their profile, on the right-hand part of the screen, select "Add Proposal."

2. Select the type of insurance the proposal will be, whether business or commercial. Click "Next" to then select the type of insurance that will be proposed. After this, click "Next" to select the preferred design template and click "Next."

3. Fill out the information throughout the page you wish to be used as a standard template for future use.

4. To save the information as a template, check the box labeled "Save this Information as a Template" and title the proposal template. Click "Next."

*If you are a company admin, you have the additional option of saving the template for all agents to see and use. Note that only the company admin will be able to edit the saved templates selected for all agent use. See support article "How to Edit a Saved Template" for further information.

Congratulations! You have successfully created a saved template that can be used for future proposals.

If you are having issues with this feature of Proposals By Better Agency, please email support@betteragency.io.