Authorization templates

Save your disclaimer, standard optional upgrades, profit margin and product selections as a template in the Authorization Template Editor, then apply it to any proposal.

Intermediate 5 minOwner / manager, Office & admin staff· Last checked 2026-10-03

Video tutorial coming soon

The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

GuideGuide Video scriptScript Test checklistChecklist

Tick each line only when the screen shows exactly what is described. Anything else is a finding: note the step number, what you saw, and the browser you used.

Screens covered: /settings?activeTab=templates-reports, /edit/template/authorization/[templateId] · Guide last checked 2026-10-03

0 of 4 ticked · remembered in this browser

Preconditions

Disclaimer text ready to paste.

Steps

1. CreateDo: In Settings → Templates click "Create Template", choose Category "Authorization", name it and create.Expect: The "Authorization Template Editor" opens at /edit/template/authorization/<id>.Actual:
2. Fill it inDo: Enter the Disclaimer, add Optional Upgrades, set Profit Margin, and add Product Selections (Item Name / Value/Selection).Expect: Autosaves.Actual:
3. ApplyDo: In a proposal, open Authorization, click "View templates" and pick it.Expect: Everything but the signers is filled.Actual:

Result

Tester

Date

Build / environment (staging URL + git commit)

Browser & device

Notes / findings

Related lessons

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