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Start from a Titus proposal template

Templates give you a ready-made structure for a proposal, so you don't have to build one from scratch. Every Titus template can be fully edited after you choose it. Pick the one closest to what you need and adjust from there.

Open the template library

  1. Go to the Proposals tab in Titus
  2. Click the three-dot menu in the upper right next to Create Proposal
  3. Select Create From Template

Preview the templates

Titus currently offers four proposal templates. Some are built for detailed proposals, and others are simpler. Depending on the template, it can include invoice line items, contract details, and formatted proposal sections.

To see a template before choosing it, click the eye icon next to it. Use the previews to compare layouts and find the best fit for your proposal type.

Select a template

  1. Click the template you want
  2. Select Use Template

The template will be added to your dashboard as a new proposal.

Customize your proposal

Once the template loads, you can edit every part of it:

  • Replace photos and images with your own
  • Update the text in each section
  • Remove any sections you don't need
  • Add new sections

Save as a new template

Once you've made all the updates, you can save it as your own template.

  1. Click the three dots in the top right corner

  2. Choose 'Save as template'

Use the template

  1. When you start a new proposal, click the Create Template button in the top right

  2. Choose the new template you created