Proposal templates: saved text you add to any quote

You save reusable text blocks in settings for each document type. When writing a proposal, estimate or invoice, you drop a block into the description with one click and edit it as needed. The saved template stays as it was for next time.

Yes. Your workspace keeps default Terms and Conditions and client-facing notes, and they fill in on every new document. You can edit them on a single document for a special deal, and the default stays unchanged for everyone else. Update the default in settings when your standard terms change.

Yes. Templates are kept per document type in settings. Your proposals can offer a scope paragraph and a company introduction, while invoices offer payment wording, so each document only shows the blocks that make sense for it. Nobody has to scroll past wording meant for another document.

No. Reusable templates, default notes and default Terms and Conditions are part of every plan in CIPHER CRM. If you already have wording you like, we can help bring it across during setup, which usually takes 1 to 3 days.

Yes. Templates are separate blocks of text, so you can drop in several one after another, such as an introduction, a scope and a timeline paragraph, then trim what does not fit this client. It works the same way on estimates and invoices.

Yes. When a proposal converts into an estimate or an invoice, its terms come across with the lines and taxes, so the wording you agreed at the start travels with the deal instead of being written again. You can still edit them on the new document if the deal changed.