Articles on: Templates

How to Export a Proposal as a Template?

In this tutorial, we are going to tell you How to Export a Proposal as a Template.


While staying on the dashboard, you will see the “3 dots menu” button on the proposal. Click on the button of that particular proposal you want to export as a template with the person you want.


After clicking on it, a drop down menu will appear. Then choose “Export as Template”.


A modal will appear. Read the given instructions carefully before sending out the proposal. Enter the Email in the search bar and click on the Search button.


If the email you entered is valid, then the Export button will become clickable. Click on it and now you are good to go.

You can only enter the email address of that person who has a VUMU account.

Updated on: 25/12/2021

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