Proposal Templates
Templates define the document model used to generate proposal PDFs.
Template Fields​
| Field | Description |
|---|---|
| Name | Template name (unique per organization) |
| Description | Details about the template |
| Google Doc ID | ID of the template document in Google Drive |
| Document type | google_doc or google_slides |
| Apps Script URL | URL of the Google Apps Script deployment for generation |
| Drive folder | ID of the folder where generated documents are saved |
| Default | Whether it is the organization's default template |
| Active | Whether it is available for use |
Operations​
- Create: Provide name, Google Doc ID, and optionally Apps Script URL
- Update: All editable fields
- Set as default: Automatically unsets the previous default
- Activate/Deactivate: Controls availability (cannot deactivate the only active template)
- Delete: Only if not used by any proposal
Google Integration​
The template is a Google Docs or Google Slides document containing placeholders for proposal data. Google Apps Script processes the data and generates the final document.
Screenshot​
The /dashboard/proposal-templates screen lists the organization's proposal templates, with name, type (Google Docs, Google Slides), last update and number of proposals using each template. It includes a preview of the placeholder structure and actions to duplicate or archive.
