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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

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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.

Create a template

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:

1. Select the deal that you want to use as a template.
2. Click the More actions  button (three dots) in the upper right corner,
3. Select Save as template...
4. Give it a title and click Save

<aside> ☝ Free Starter Plans can have up to 10 deal templates. Team plans and higher can have up to 20 deal templates

</aside>

Browsing 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.

Editing templates

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:

• No draft/approve/close workflows