Template Creation

Admin users have the ability to create a new template and save a new template.  This allows you to create multiple instances or variations of a template for different scenarios. 

Within Agentbox Proposals, there are 4 base Templates:

1. Sales Pre List Kit
2. Sales Proposal

3. Property Management Pre List Kit

4. Property Management Proposal 

1. Navigate to Templates.

2. Click New Template. 

3.  Enter a template name, select a default theme, proposal version and choose an existing template. 

• Default template : This field will have the existing default templates so that you can choose which base template you want to select for creating your own templates.

• Default theme : This field will have the existing default themes so that you can select which theme you want to apply for creating your own templates.

4. Click Next. After clicking next, you will go into the template editor page with default content of the selected base template i.e., Sales proposal, Property management.

5.  Click on the + icon to add a block.

*Note: In the new template that you have created, you will not be able to delete any module from the base templates, you will only be able to delete modules from the templates you are creating.

6. Once done, click Save. Your template will then update and can be accessed via the Templates tab.