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Table of Contents
Overview
For sales dealers or other partners that require access to specific proposal templates in Aurora, templates can be configured and made available for specific Partner(s) in your account. By assigning proposal templates or any other Database objects to a Partner or Partners, those users will have access to them throughout Sales Mode.
Read more: User Management: Partners
Assigning Proposal Templates to Partners
Note: Only tenant admins can enable proposal templates for partners. Partner users will not see any proposal templates – even those created by a Partner user – which are not enabled by the tenant Admin.
Navigate to the Database and select Proposal templates in the left-hand menu. To locate a specific template, type its name into the Search bar, or click the column headers to sort.
Next, click “...” to the right on a template’s row to open the template’s Properties panel.
- If the template is authored by your organization or by Aurora and is:
- not set as your default, you’ll be able to assign the template to partners.
- set as your default, you will not be able to reassign its partners. Default templates are available to all partners.
- If the template is authored by a partner, you will not be able to reassign it to a different partner.
You can click “...” and click Duplicate to make a new version authored by your organization. You can then remove any partner-specific details before reassigning the template to another partner.
Use the Assign to… drop-down menu to select which partners can use that proposal template in Sales Mode:
- All Partners - all existing and new projects belonging to a Partner will display this template as an option
- No Partner - only projects that are not associated with any Partner will display this template
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One or Multiple Partners - only projects belonging to the Partner(s) selected will display this template
- A single template can be assigned to any number of Partners
- Projects assigned to newly created Partners will not display this template; an Admin must either update the template assignment to ‘All partners’ to include new Partners, or manually assign the template to new Partners as they are created
Click Save in the bottom-right corner to update template assignments.