{"id":1650,"date":"2024-11-25T14:24:23","date_gmt":"2024-11-25T14:24:23","guid":{"rendered":"https:\/\/help.xodox.in\/?post_type=docs&#038;p=1650"},"modified":"2024-11-25T14:24:23","modified_gmt":"2024-11-25T14:24:23","password":"","slug":"proposals-templates","status":"publish","type":"docs","link":"https:\/\/help.xodox.in\/pt\/docs\/proposals-templates\/","title":{"rendered":"Proposals Templates"},"content":{"rendered":"<div class=\"entry-content\">\n<p>In order to make the proposal process creation easier, in Xodox CRM you can create predefined HTML templates that can be used each time a proposal is created.<\/p>\n<h2 class=\"wp-block-heading\" id=\"create-proposal-template\">Create proposal template<a class=\"anchorlink dashicons-before\" href=\"#create-proposal-template\"><\/a><\/h2>\n<p>You can create a proposal template while viewing the contract by clicking on the Templates tab and then click on the Add Template button.<\/p>\n<ul>\n<li>Click the <strong>Templates<\/strong> tab.<\/li>\n<li>Click <strong>Add template<\/strong>.<\/li>\n<li>Enter the Template <strong>title <\/strong>that you can use to easily recognize what kind of template is.<\/li>\n<li>Use the editor to <strong>add predefined template content<\/strong>.<\/li>\n<li>Click <strong>Save<\/strong>.<\/li>\n<\/ul>\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"978\" height=\"316\" src=\"https:\/\/help.xodox.in\/wp-content\/uploads\/2024\/11\/Email-Template-11-25-2024_07_53_PM.png\" alt=\"\" class=\"wp-image-4271\"><\/figure>\n<h2 class=\"wp-block-heading\" id=\"insert-template\">Insert template<a class=\"anchorlink dashicons-before\" href=\"#insert-template\"><\/a><\/h2>\n<p>Once you created the template, you will be able to use and insert them into the editor content easily.<\/p>\n<p>While on the <strong>Templates tab<\/strong>, for the template you want to insert, <strong>click the Insert button<\/strong>, the template content will be automatically injected into the proposal editor.<\/p>\n<\/p><\/div>","protected":false},"excerpt":{"rendered":"<p>In order to make the proposal process creation easier, in Xodox CRM you can create predefined HTML templates that can be used each time a proposal is created. Create proposal template You can create a proposal template while viewing the contract by clicking on the Templates tab and then click on the Add Template button. Click the Templates tab. Click Add template. Enter the Template title that you can use to easily recognize what kind of template is. Use the editor to add predefined template content. Click Save. Insert template Once you created the template, you will be able to use and insert them into the editor content easily. While on the Templates tab, for the template you want to insert, click the Insert button, the template content will be automatically injected into the proposal editor.<\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"doc_category":[43,28],"doc_tag":[],"class_list":["post-1650","docs","type-docs","status-publish","hentry","doc_category-proposals","doc_category-sales"],"acf":[],"year_month":"2026-04","word_count":136,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"help-xodox","author_nicename":"help-xodox","author_url":"https:\/\/help.xodox.in\/pt\/author\/help-xodox\/"},"doc_category_info":[{"term_name":"Proposals","term_url":"https:\/\/help.xodox.in\/pt\/docs-category\/proposals\/"},{"term_name":"Sales","term_url":"https:\/\/help.xodox.in\/pt\/docs-category\/sales\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Proposals Templates - My CMS<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/help.xodox.in\/pt\/docs\/proposals-templates\/\" \/>\n<meta property=\"og:locale\" content=\"pt_PT\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Proposals Templates - My CMS\" \/>\n<meta property=\"og:description\" content=\"In order to make the proposal process creation easier, in Xodox CRM you can create predefined HTML templates that can be used each time a proposal is created. 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