Setting Up Your Templates
In the left navigation, click the Proposal Settings icon (gear icon, between Hotel Profile and Reporting)
Select Response Templates
Choose a tab: Concession Comments, Contract Clause Comments, or Question Responses
Click + Add New to create a template
Select a Category (Uncategorized, Guestrooms, Function Space, Food & Beverage, AV, or Miscellaneous), enter a Template Name, and add your Template Content
Click Save
To edit or delete an existing template, use the Actions column in the template list. Use the Search templates field to find templates quickly.
Using a Template in a Proposal
From within a proposal while working through each section, click Use Template next to any comment field (available on Concessions, Contract Clauses, and Questions)
A drawer will open showing your saved templates grouped by category
Use the search field to filter, then click the template you want to populate in the field
What you have entered in the 'comment' field of your template will paste to the comment field of that concession, clause, or question
Edit the text as needed before submitting
💡 Templates you create are available to everyone on your hotel's team.
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