Master Templates vs. Regular Templates in Proposaly

Introduction

Proposaly offers flexible ways to create and manage templates for proposals, agreements, and presentations. Understanding the difference between Master Templates and Regular Templates helps streamline your workflow and ensure consistency across documents.

Master Templates are company-wide and serve as a standardized format for all teams and boards, while Regular Templates offer more flexibility and can be customized per board. In this article, we’ll cover the key differences, how to use each type, and best practices for editing templates.

Table of Contents

1. Key Differences
2. Using Templates When Creating a New Document
3. Setting Any Document as a Template
4. Editing Master Templates
5. Conclusion

Key Differences

Using Templates When Creating a New Document

Whenever you create a new document (e.g. Proposal, Presentation, or Agreement), you have two options:

1. Start from Scratch – Build a new document without using a template.
2. Use a Template – Select a Master Template or any previously saved Regular Template.

Choosing the right option depends on whether you need a structured format or prefer complete flexibility.

Setting Any Document as a Template

• Any document (e.g. Proposal, Presentation, or Agreement) can be saved as a template for future use.
• This can be done from the Card Menu > More Settings > Make Template or by clicking the 3 dots menu on the card itself.
• Notice: By setting a document as a template, you can later copy its pricing and recipients which makes is super easy to use.

Creating and Editing Master Templates

To modify a Master Template:

1. Go to Settings > Master Templates.
2. Choose which template type to edit (Proposal, Agreement, Presentation, Payment).
3. Make your changes (e.g., add slides, update images, edit text).
4. Click Save to apply changes across the company.

Changes to a Master Template affect all future documents created from it, ensuring consistency in proposals, agreements, and presentations.

Additional Resources

• Setting Up Your Company Profile in Proposaly
• How to Build Presentations and Use Slide Types in Proposaly

Conclusion

By understanding the difference between Master Templates and Regular Templates, you can optimize your document creation process, improve efficiency, and maintain brand consistency across all proposals and agreements.

For more information on customizing templates, visit our Help Center or contact support.