Proposal & Page Templates | Proposal Builder Tutorial | Tiny Easy

Learn how to build a reusable proposal system using Proposal Templates and Page Templates in the Tiny Easy Proposal Builder. Instead of rebuilding the same sales documents for every customer, templates let your team create common proposal structures and pages once, then reuse and tailor them across different customers and projects. In this tutorial, we also explain the difference between Regular and Synced Page Templates and how to decide which option is right for different types of proposal content. WHAT YOU’LL LEARN: ✓ How Proposal Templates work ✓ How to create a Proposal Template ✓ How to structure templates using Pages, Chapters and Elements ✓ How Page Templates work ✓ How to create Page Templates from scratch ✓ How to create a Page Template from an existing Proposal page ✓ The difference between Regular and Synced Page Templates ✓ When to use Regular Pages for customer-specific content ✓ When to use Synced Pages for centrally managed business content ✓ How to Un-Sync a Page when it needs to be customised ✓ How to open and update the source of a Synced Page ✓ How saving works when editing Synced Pages ✓ How to add Page Templates into Proposals and Proposal Templates FREE TEMPLATE SETUP: Tiny Easy can also help set up your initial Proposal Templates for free as part of your onboarding. If you already have proposals, brochures, sales documents or other content your business regularly sends to customers, send them through to our team and we can help turn that existing material into reusable Proposal and Page Templates inside Tiny Easy. VIDEO CHAPTERS: 0:00 Introduction 0:38 Proposal Template onboarding setup 1:30 What are Proposal Templates? 2:08 Create a Proposal Template 3:25 Example Proposal Templates 4:43 What are Page Templates? 5:27 Regular Page Templates 5:34 Using Regular Page Templates 7:25 Synced Page Templates 8:26 Un-Sync a Synced Page Template 8:48 Updating a Synced Page Template 9:20 Saving 9:47 Summary HELPFUL LINKS: Explore Tiny Easy: https://www.tinyeasy.com/ Compare Tiny Easy plans: https://www.tinyeasy.com/pricing Book a Tiny Easy Discovery Call: https://calendly.com/tinyeasy/discove... Book a Tiny Easy Training Call: https://calendly.com/tinyeasy/tiny-ea... ABOUT TINY EASY Tiny Easy provides connected visual sales, design and proposal software for businesses selling tiny homes, ADUs, granny flats, cabins, park models, prefab homes and other small-home solutions. Our modules help builders manage the journey from the first website inquiry through configuration, custom design, sales visuals and customer proposals. #TinyEasy #ProposalBuilder #HomeBuilderSoftware Music used in Video: Music promoted by https://www.chosic.com/free-music/all/ License: https://creativecommons.org/ City Lights by Ghostrifter Official | / ghostrifter-official Downtown Glow by Ghostrifter Official | / ghostrifter-official Creative Commons CC BY-SA 3.0