Articles on: Sprwt Supprt
Can I duplicate an existing proposal layout template instead of starting from scratch?
There is no explicit Duplicate button, but you can achieve the same result:
- Open the template you want to copy in the Proposals View Builder (or load it into a proposal's Visual Proposal Builder from the Templates tab).
- Make any changes you want in the copy.
- In the left panel's Templates tab click Save Current as Template (this is different from the header's own Save button — in the Proposals View Builder that header button is itself labeled Save Template and updates the template you opened).
- In the Save as Template pop-up, type a new Template Name, optionally edit the Category (a free-text field, defaults to Custom), pick a Type (Full Proposal or Section/Block Group), and click Save Template.
Because Save Current as Template never sends the id of the template you opened, it always creates a brand-new template record — leaving the original untouched and adding a second, independent one with the same starting content.
Where to find it:
/admin/proposals-view-builder