Proposal Templates

Templates can be created in OneTrack. To create a Proposal Template, go to Settings > Templates > Proposal Templates

 

Click ADD NEW to create a new proposal.

 

 

Add a Proposal Template Name first. Color Scheme can be changed and the design has Classic, Modern, Fresh and Bold.

Elements

  • Header
  • Proposal Body
  • About Us
  • Service Offer
  • Terms and Condition
  • Signature

Each of the elements can be moved and edited.