video1.0<iframe src="https://www.loom.com/embed/3526ffd0e0a04eef929e90d594cd93e2" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/3526ffd0e0a04eef929e90d594cd93e2-49f2fa7a01173be9.gif996.191In this video, I walk you through the process of setting up a proposal template within our system, specifically focusing on the Payments tab and the Template section. I recommend using the Proposal with Contract option for a seamless experience, allowing clients to review and sign in one document. You can customize your templates based on your needs, whether you prefer a generic approach or a highly personalized one. I also emphasize the importance of adding products to the product table to ensure proper invoicing. Please take action by creating your templates and exploring the automation options available for your proposals.