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 and open the Scope of Work (SOW) document that you would like to save as a template.

• 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: 07/01/2026