Scope Templates
Save and reuse proposal configurations for recurring event types to speed up quoting.
What you'll learn
- βCreating templates from scratch
- βSaving existing proposals as templates
- βScope-only vs full templates (with line items)
- βUsing templates to speed up quoting
Access the Templates page
Go to Templates from the sidebar. Here you'll see all your saved templates with their event type, description, attendee range, and whether they include pre-configured line items.
Create a template from scratch
Click "New Template" and configure the event type, name, description, and attendee range. You can optionally add line items with quantities and prices to create a full template.
Pro tip: Start with your most common event type β conferences, gala dinners, or product launches. Each template saves you 5-10 minutes per proposal.
Save a proposal as a template
Open any completed proposal in the editor and click "Save as Template". All line items, quantities, and prices are captured. Give it a descriptive name and save.
Use a template when creating a proposal
When creating a new proposal, your templates appear as quick-start cards above the event description. Click one to pre-fill the description and settings. If it's a full template with line items, you can skip AI generation entirely.
Scope-only vs full templates
Scope-only templates pre-fill the event description but still use AI to generate the equipment list. Full templates include pre-configured line items and skip AI generation β click "Use Template" for an instant proposal with no AI cost.
Pro tip: Use full templates for events you quote identically every time (e.g., a standard conference room setup). Use scope-only templates when the description is similar but equipment varies.