Creating Custom Proposal Templates in Britixo CRM?

📘 Introduction:

In Britixo, proposal templates help you quickly create professional-looking proposals with consistent branding and structure. These templates can include pre-written content, placeholders, pricing tables, and styling — saving time and improving your client experience.

🧭 Step-by-Step: Create a Proposal Template

📁 1. Navigate to Proposal Templates

• Go to Setup > Sales > Proposal Templates
  
  

• Click the green New Template button in the top-right
  
  

✏️ 2. Enter Template Details

Fill out the template form:

• Name: Internal title of the template (e.g. “Consulting Services”)
  
  

• Subject: The default subject line when used in a proposal
  
  

• Content: The main body of the proposal template
  
  

The content section uses the WYSIWYG editor, allowing you to:

• Insert headings, lists, tables, images
  
  

• Format text (bold, underline, colours)
  
  

• Add sections such as deliverables, timelines, terms
  
  

🔁 3. Use Merge Fields

Merge fields are dynamic tags that auto-fill client or system data. Examples:

• {client_name} – Inserts the client's name
  
  

• {proposal_number} – Inserts the proposal ID
  
  

• {company_name} – Inserts your business name
  
  

To use merge fields:

• Click the Merge Fields dropdown above the editor
  
  

• Select the field you want to insert
  
  

• It will be auto-replaced when the template is used
  
  

📌 Make sure each tag is spelled correctly and enclosed in { }.

💰 4. Add Predefined Items (Optional)

If you frequently use standard pricing, you can insert predefined proposal items:

• Go to Setup > Predefined Items to create reusable services/products
  
  

• In the proposal template editor, click Insert Item to pull in these items with price and quantity
  
  

💾 5. Save the Template

• Click Save Template at the bottom
  
  

• The new template will appear in your list of available templates
  
  

Now, when creating a new proposal (via Sales > Proposals > New Proposal), you'll see this template in the Template dropdown.

🧠 Editing or Deleting Templates

• Go to Setup > Sales > Proposal Templates
  
  

• Use the Edit or Delete icons next to each template
  
  

Templates can be edited at any time and changes apply to future proposals — not to already-sent ones.

✅ Tips:

• Use templates for each service or client type (e.g. design, marketing, consulting)
  
  

• Structure your templates with clear sections (intro, pricing, terms)
  
  

• Always test your template with a draft proposal to preview how it looks.