How do I save content as a template? Or copy a template?

You can save an existing proposal or lead magnet as a template. This is helpful if you make substantial modifications to a template in a particular case, and then you think this would be useful as a template in it’s own right.

Go to the summary page for that content, click on the caret and the click Save as Template.

Save proposal as template


If you want to make a copy of an existing template, you can do that from the Summary page, as well, by clicking on the Copy Template button on the bottom toolbar.

Please click here if this helped you.
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Category: Templates and Content

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