1. Click on Sales.
2. Select Maintenance Estimates.
3. Select an Estimate.
4. Go to Proposal Tab.
5. Click the Edit button.
6. Edit the Template Name if you'd like.
7. Choose the Content you want to show on the Proposal:
If you'd like to add Headers & Footers, please see the Maintenance Header or Maintenance Footer Section.
Click Save Proposal Template to return to View the Proposal OR Cancel to discard the editing of the Template.