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How to change the proposal template for an existing property

Pavle avatar
Written by Pavle
Updated over 2 months ago

Unless you have:

  • Completed the valuation letter

  • Completed the contract

  • Sent the proposal

You are able to change the template for that property entry by following the steps below.

1 - Select the property you would like to change the proposal template for, and click the pencil icon.

2 - Click on the dropdown with the template name and select the preffered template.

3 - Click 'Save'.

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