Templates & reusable sections

Templates & reusable sections

A template is a pre-built proposal you can spin up for a new deal in one click.

Creating a template

1. Go to PitchPro → Templates → New template.
2. Add sections in the order they should appear: Heading, Text, Pricing, Terms, Signature.
3. Fill in default copy — you can use placeholders like {{client.company}} and {{sender.org}}.
4. Save. The template is now available to everyone in your organization.

Built-in templates

Kudu ships with starter templates for:

• General services proposal
• Website / design project
• Solar installation (ZAR-priced components pre-filled)
• Retainer / monthly recurring

Duplicate any of them as a starting point.

Reusable sections

Star a section on any proposal to save it to your section library. Drop it into future proposals without recreating it.

Versioning

Editing a template does not retroactively change proposals that were already created from it — existing proposals keep their original content.