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Articles on: Sprwt Supprt

How do I create a proposal from a saved template?


On Catering > Events click Add New From Template. The Choose A template panel lists your active proposal templates with their meals, expenses and invoice-item totals; click Use this Template. A new proposal form opens pre-filled with the template's meals, labor & equipment and invoice items — add the customer, date, times and fulfillment details, then Save. Templates themselves are managed under Catering > Proposal Settings > Templates (/admin/events/templates).

Where to find it: /admin/events/proposals/0/template/{templateId}