Account > Templates (Opportunities module only) Create | Modify | Delete The "Templates" tab is an optional feature which allows you to create reusable text and/or data blocks that you can insert into a proposal. Think of a template as a labeled storage box. For example, a box (template) could be labeled "legal1." The *contents* of your "legal1" box (template) consists of the actual words you compose, which you would store in the box (template), such as "The information in this proposal is considered proprietary and cannot be used by other parties without written authorization." When you use the "legal1" template in a proposal you create, you are, in effect, pouring the contents of your "legal1" box into your proposal. You can pour out the contents of the "legal1" template into as many proposals as you need to--and you can create as many templates as you'd like. Using a template to re-use the same words or data sets that you would routinely include in most (or all) of your proposals saves time (as well as the tedium of endlessly rekeying the same things over and over again). Once you have created one or more templates, a template drop-down menu will appear in every proposal item dialog you create to add to your Proposal, enabling you to insert the template's text or data into the dialog's "Proposal Content" field. To create a template: 1. Click on the Account tab. 2. Click on the "Create..." drop-down menu, and select "template." 3. Enter the template name, and then enter the desired text or data block in the "Proposal Content" field. 4. Click on "Save." To modify an existing template: 1. Click on the Account tab. 2. Click on the "Templates" link. 3. Click on the relevant template name in the list. 4. Make your changes to the "Edit template" dialog. (Please note that you can change the template name as well as the template's content.) 5. Click on "Save." (Please note: If you wish to use the modified template in an existing proposal item that contains the previous version of that template, you must re-select the template in the "Template" drop-down menu in the appropriate "Edit [proposal] item" dialog.) To delete a template: 1. Click on the Account tab. 2. Click on the "Templates" link. 3. Click on the relevant template name in the list. 4. Click on the "Delete" button in the "Edit template" dialog. (Please note: Unlike many other Account tab entities, templates can always be deleted, even when their content is part of an approved proposal.)