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We are creating multiple Proposal Templates, all fairly similar but with key differences. It would be nice to be able to DUPLICATE one template, rename and make those edits.
As it is, we have to either, use the default template and edit the resulting proposal the same way every time, or
Create new Proposal Templates from scratch, a very heavy lift (it's a very detailed template).
Highly agreed. We don't want to have to build it from scratch, because it would be more time consuming.. Let us create an opportunity, build out the entire quote. Once that quote is clean and narrowed down, there should be an option to convert the quote into a template.