Using Proposal Templates

Please Note

If you have not yet sent us your proposal template, please email your proposal template (with styles included) in a .docx file format to [email protected] and our Customer Success team will get that set up for you right away. There is no limit on the number of templates you can choose from before downloading your proposal, so please feel free to include multiple templates in your request!


Selecting Templates

If you'd like to select a template to download your proposal in that is different than your team's default, you can choose your desired template from within the proposal by clicking the Actions button, and then Select Template from the drop down.

From this menu you can download a sample proposal in any of your templates, change the maximum table of contents header level that will show, and also select a specific template for the specific proposal you're currently in.

Using the Select Template button is a per proposal setting, so changing the template in one proposal won't change it for every single proposal. Once you've got your proposal template selected, simply download your proposal, and it will be generated within your selected template!


FAQ

How do I send my proposal template to GovDash?

You can email your proposal template in a .docx file format to [email protected].

Is there a limit on the number of templates I can request?

No, there is no limit on the number of templates you can choose from before downloading your proposal.

How can I select a different template for my proposal?

You can select a different template by clicking the Actions button and then selecting 'Select Template' from the drop-down menu.

Will changing the template for one proposal affect others?

No, changing the template in one proposal won't change it for all proposals.

Can I download a sample proposal using my templates?

Yes, you can download a sample proposal using any of your templates to see what it will look like.