Templates

Creating a deliverable template

To create a template, first navigate to the 'Templates' section of Rofinery in the lefthand menu. From there, click on 'Deliverables'. You will be able to see any deliverables templates you've created...

Creating a proposal template

Agencies often create proposals where much of the content can be reused from previous work. This saves time, reduces effort, and lowers the risk of missing important details. To create a template for...

Creating assumptions and exclusions templates

This guide will walk you through creating assumptions and exclusions templates. Assumptions and exclusions help to provide more clarity in the proposals or statements of work you send to potential or...

Creating terms and conditions templates

Terms and conditions can be added to a proposal being sent to a client or prospective client. This means the client approves them as part of the proposal, creating a contractual agreement for the work...