Using and Creating Proposal Templates
Templates are the fastest way to produce consistent, professional proposals. StackBloom Proposals includes a library of ready-made layouts, and you can save any proposal as a template to reuse and share across your team.
Step 1: Browse the template library from the dashboard
From the Proposals dashboard, click Templates in the left sidebar. This opens the template library where StackBloom-provided templates and your custom templates are organized by category.
- Categories include Web Design, Marketing, Consulting, Development, and more
- Use the search bar to find templates by name or keyword
- Your custom templates appear in a separate "My Templates" tab
- Team templates are shared across all members on Business plans
Step 2: Preview templates to find the right style
Hover over any template thumbnail and click Preview to see a full-screen preview of the layout. Browse multiple templates side by side until you find the style that matches your brand and proposal type.
- Previews show the complete proposal with placeholder content
- You can preview on desktop and mobile from the preview screen
- Click Use This Template directly from the preview to start editing
- Bookmark templates you like for quick access in the future
Step 3: Clone a template to customize it
Click Use Template to create a new proposal based on the template. This clones the template into a draft proposal where you can replace placeholder text, adjust colors, and modify the block layout freely.
- Cloning a template does not modify the original — the template remains unchanged
- Placeholder text is marked in gray — click to replace with your content
- Brand colors can be applied globally with a single click if you've set up your brand kit
- Add, remove, or reorder blocks to match your specific project scope
Step 4: Save your own proposal as a template
Once you've built a proposal you're proud of, save it as a template for future use. Open the proposal, click the More Options menu (three dots), and select Save as Template.
- Give the template a descriptive name and category so it's easy to find later
- Optionally add a thumbnail image that appears in the template library
- Client-specific content (names, prices) can be cleared before saving for a cleaner template
- On Business plans, share the template with all team members by toggling "Share with team"
Step 5: Manage and organize your template library
Keep your template library tidy by renaming, recategorizing, and archiving templates you no longer use. From the Templates page, hover over any custom template to see management options.
- Rename templates to reflect updates (e.g., "Web Design 2026")
- Duplicate a template to create a variation without losing the original
- Archive old templates to hide them without deleting them permanently
- Delete templates you no longer need — this does not affect existing proposals
💡 Tip: Create industry-specific templates for each type of client you serve. A web design agency might have separate templates for e-commerce builds, brochure sites, and WordPress projects — each with relevant case studies, timelines, and pricing structures pre-filled.