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How do I save a Scope of Work (SOW) as a template?

Overview


Saving a Scope of Work (SOW) as a template allows you to reuse the same document structure, formatting, and content in future projects. This helps maintain consistency and saves time when creating new proposals.


Steps to save a Scope Of Work as a template.


  • Navigate to your project, hover over the required design, and click the View Docs button.



  • Navigate to the Scope of Work and click the Eye icon.



  • From the left-hand menu, locate the Template option and click Save As New to save the Scope of Work (SOW) as a new template.



  • Provide a name for the template. Save the Template



  • After clicking Save, a confirmation message will appear indicating that the template has been successfully saved.




Updated on: 09/30/2026

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