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Save HubSpot Proposal Template in DOC

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Aug 6th, 2022

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How to Save HubSpot Proposal Template in DOC

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- One of my favorite tools in HubSpot is the Templates tool. It helps you standardize your communication and saves you a ton of time. - [Narrator] Welcome to HubSpot Hacks where we help you get more out of HubSpot. (upbeat music) - The Template tool from HubSpot is a great way to create and utilize templates right inside HubSpot or your Gmail inbox that replace that repetitive email that youre writing over and over every single day. So lets dive in and put this tool to work. So Im inside a contact record right now and Im gonna show you what this looks like before we even dive in to the templates themselves. So if I wanna write an email Im gonna use this record cause this happens to be my personal record here. And inside of this interface here you are gonna see that as I write an email, theres this Templates tab right up here at the top. When I open this Templates tab, you can see that I have a variety of templates that are set up that I can choose from and I can search the te

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