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With deal templates, you can easily create and edit templates for commonly used deal structures, saving time, effort and increasing consistency
With deal templates, you can easily create and edit templates for commonly used deal structures. This can help reduce the time and effort required to create new proposals, and further standardise and streamline your proposal creation process.
To create a new deal template, simply select the "Save as Template…" option from the deal menu.
Follow the steps below to save it as a template:
<aside> ☝ Free Starter Plans can have up to 10 deal templates. Team plans and higher can have up to 20 deal templates
Once the deal template is saved, you can easily access it from the templates tab on the pipeline and make any necessary updates or modifications as needed.
You can edit the contents of a deal template just like a normal deal, however there are a couple of minor differences to be aware of: