> ## Documentation Index
> Fetch the complete documentation index at: https://zuperinc-section23.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Standard Proposal Template

The proposal templates are predefined templates to link the service packages. This template is a basic format for creating a quote proposal. You can customize it to include specific details related to your products or services.

<Frame>
  **Navigation**: *Settings -> Modules -> Quotes and Invoices -> Proposal Templates*
</Frame>

1. Select the “**Settings**” module from the left panel. Under the “**Modules**,” Choose the “**Quotes & Invoices**.” Select the “**Proposal Templates**.”

<img src="https://mintcdn.com/zuperinc-section23/FPE7vRMysgThULVz/images/QI3.png?fit=max&auto=format&n=FPE7vRMysgThULVz&q=85&s=8cc3bcc1ff76d14eeef22ae1868bb07f" alt="QI3 Pn" width="1906" height="867" data-path="images/QI3.png" />

2. Select the “**Proposal Templates**” and click “**+ New Template**.”

<img src="https://mintcdn.com/zuperinc-section23/FPE7vRMysgThULVz/images/QI20.png?fit=max&auto=format&n=FPE7vRMysgThULVz&q=85&s=594663bea2381412b8403bb24e68ef15" alt="QI20 Pn" width="1906" height="869" data-path="images/QI20.png" />

2. Enter the template name and description. Click “**Proceed**” to enter the template details.

<img src="https://mintcdn.com/zuperinc-section23/FPE7vRMysgThULVz/images/QI21.png?fit=max&auto=format&n=FPE7vRMysgThULVz&q=85&s=f176de9f6b8a22f121422ccddfc820bd" alt="QI21 Pn" width="1887" height="866" data-path="images/QI21.png" />

3. Upload the image. Add the service packages. Click “**Save**” to create the proposal template.

<img src="https://mintcdn.com/zuperinc-section23/FPE7vRMysgThULVz/images/QI22.png?fit=max&auto=format&n=FPE7vRMysgThULVz&q=85&s=5cfe80672d79f479913334b6f54046c8" alt="QI22 Pn" width="1919" height="871" data-path="images/QI22.png" />

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4\. Add-ons in the Proposal Template

When Add-ons are configured and linked to service packages, they automatically appear within proposal templates as **optional Add-ons**.

**Where Add-ons Appear?**

* Add-ons are displayed within each **proposal option card**, under a dedicated **Add-ons** section.
* They are grouped separately from the base service charges to clearly indicate that they are optional.

<img src="https://mintcdn.com/zuperinc-section23/-ChxFCS-6N4Nb15h/images/addon8.png?fit=max&auto=format&n=-ChxFCS-6N4Nb15h&q=85&s=632b00dfaa420658a8d1601fc4906b66" alt="Addon8" width="1920" height="878" data-path="images/addon8.png" />