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.
Step-1:
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.
Step-2:
After clicking on it, a drop down menu will appear. Then choose “Export as Template”.
Step-3:
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.
Step-4:
If the email you entered is valid, then the Export button will become clickable. Click on it and now you are good to go.
Note:
You can only enter the email address of that person who has a VUMU account.
Step-1:
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.
Step-2:
After clicking on it, a drop down menu will appear. Then choose “Export as Template”.
Step-3:
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.
Step-4:
If the email you entered is valid, then the Export button will become clickable. Click on it and now you are good to go.
Note:
You can only enter the email address of that person who has a VUMU account.
Updated on: 25/12/2021
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