Using Proposal Templates or Manual Entry in Britixo?

📘 Introduction:

In Britixo, proposals can be created using saved templates or by manually entering the content each time. Templates help maintain consistency and save time, while manual entry offers full customisation for unique deals or offers.

🧭 Step-by-Step: Use a Proposal Template

📂 1. Navigate to New Proposal

• Go to Sales > Proposals
  
  

• Click New Proposal
  
  

📑 2. Choose a Template (Optional)

Near the content editor, you'll find a dropdown menu:

• Select Proposal Template
  
  

Pick any previously saved template from this list.

Once selected, the content fields (body, notes, terms) will be populated automatically based on the template.

✍️ 3. Customise the Loaded Content

Even after loading a template, you can:

• Modify line items
  
  

• Add custom text or clauses
  
  

• Change client-specific notes
  
  

• Apply different taxes or discounts
  
  

✅ This offers the flexibility of personalising each proposal while using a consistent starting point.

🖋️ Manual Entry from Scratch

If you do not select a template:

• Leave the template dropdown empty
  
  

• Fill in the Proposal Content, Client Notes, and Terms manually
  
  

Use the built-in text editor to:

• Add headers, bullet points, or formatting
  
  

• Insert placeholders like {proposal_number}, {client_name}
  
  

• Add tables, images, or price tables
  
  

🔁 Saving New Templates

To save a custom proposal layout for future use:

1. Navigate to Setup > Sales > Proposal Templates
   
   

2. Click New Template
   
   

3. Add title and content
   
   

4. Save
   
   

This template will now appear in the dropdown list for all users creating proposals.

✅ Tips:

• Use templates for standard services or pricing structures
  
  

• Always customise the client’s name and expiry date before sending
  
  

• Save frequently used layouts to reduce creation time.