Template Center

My Pages

Overview My Pages is where all the pages you have manually saved from the editor are stored. Once saved, you can reuse them across any document keeping your content consistent and saving time on repeat work. How Pages Get Saved Pages do not appear here automatically. You need to manually save them from inside the editor. To save a page from the editor: 1. Open any document in the editor 2. Hover over the page or card you want to save 3. A toolbar will appear at the top of the page with a set of action icons 4. Click the Save Page icon from the toolbar 5. Give your page a name and confirm image Once saved, the page will appear in My Pages and will be available to insert into any future document. Managing Your Pages From My Pages you can: - Use — Insert the page directly into your current document - Preview — Review the full template before opening it in the editor - Delete — Remove a page you no longer need 💡 Pro Tip Save your most-used content blocks such as pricing tables, about us pages , or testimonials as Pages. This way your team can insert them into any document in seconds without rewriting from scratch every time. Next Steps Learn how to save and manage full document templates in My Templates.

My Templates

Overview My Templates is where all the templates you have manually saved from the editor are stored. Once saved, any document you have worked on can become a reusable template so you and your team can launch new documents faster without starting from scratch every time. How Templates Get Saved Templates do not appear here automatically. You need to manually save them from inside the editor. To save a document as a template: 1. Open any document in the editor 2. Click the three-dot menu (⋮) in the top right corner of the editor 3. Select Save as Template from the dropdown 4. The Save As Template modal will appear 5. Enter a name for your template in the Template Name field 6. Click Save as Template to confirm image Once saved, the template will appear in My Templates and will be available to use when creating a new document. Managing Your Templates From My Templates you can: - Use — Start a new document using this template - Preview — Review the full template before opening it in the editor - Delete — Remove a template you no longer need 💡 Pro Tip Once you have a document structure you are happy with such as a winning proposal or a frequently used SOW save it as a template immediately. Your whole team can then use it as a starting point and maintain consistency across all client-facing documents. Next Steps Explore pre-built sections available to all users in Public Sections.

Public Pages

Overview Public pages are pre-built content pages available to all Proposal.biz users. They are ready to use out of the box no setup required. Whether you need a pricing table, a testimonials block, or a team introduction page, you can find it here and insert it into any document instantly. image Accessing Public Pages You can access Public Pages in two ways: From the Template Center: 1. Go to Template Center in the left sidebar 2. Click Public Pages 3. Browse the available pages From inside the Editor: 1. Open any document in the editor 2. Go to the Left Panel 3. Navigate to the Public Pages tab 4. Browse and insert directly into your document image Using a Public Page 1. Browse or search for the page you need 2. Hover over a page to reveal two options: - Use — Insert the page directly into your document - Preview — Review the page in full before adding it 3. Click Use to insert it into your document 4. Edit the content to fit your specific needs 💡 Pro Tip Use Public Pages as a starting point when building a document from scratch. Dropping in a few pre-built pages saves significant time and gives your document a clean, professional structure right away. Next Steps Explore pre-built full document templates available to all users in Public Templates.

Public Templates

Overview Public Templates are pre-built, ready-to-use document templates available to all Proposal.biz users. They cover a wide range of document types across Sales, Marketing, Legal Compliance, and more so you can get started quickly without building a structure from scratch. image Accessing Public Templates You can access Public Templates in two ways: From the Template Center: 1. Go to Template Center in the left sidebar 2. Click Public Templates 3. Browse the available templates From the Create New flow: 1. From your dashboard click + Create New 2. Select Start with a template 3. Select your document category and type 4. Browse and pick from the available public templates image Using a Public Template 1. Browse or search for the template you need 2. Hover over a template to reveal two options: - Use template — Opens the template directly in the editor - Preview — Review the full template before committing 3. Click Use template to open it in the editor 4. Customize the content, branding, and details to fit your needs 💡 Pro Tip Use the Preview option before selecting a template to make sure the structure and sections match what you need. This saves time and avoids unnecessary edits once you are inside the editor. Next Steps Now that you are familiar with the Template Center, learn how to manage your content and data sources in Knowledge Base.