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.
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