Proposify Bulk Proposal Template Updater

WHAT IT DOES

Proposify Bulk Proposal Template Updater lets you update multiple proposal templates at scale. Instead of opening each template individually, navigating to the appropriate section, making changes, and saving — repeating this for every single template — this tool provides a unified checklist of all templates on the current page. You can filter templates by name or category to quickly find your target group. Select any number of templates using checkboxes, choose what to update (Content, Default Values, or Settings), enter the new value, and click Update. The tool then automatically opens each template's editor, applies the specified update to the appropriate field, and saves the changes. This turns what could be dozens of manual operations into a single batch action, making template maintenance and standardization significantly faster.

WHERE IT RUNS

This script runs exclusively on the Proposify web application in your browser. It activates on the proposal templates list page within the Proposify admin dashboard. It requires the BotGentz extension to inject and execute the script. The tool does not work on Proposify's client-facing proposal views, mobile app, or any third-party wrappers — only the admin dashboard accessed through a Chromium-based or Firefox browser. It specifically targets pages under *.proposify.com, including custom subdomains for your Proposify account.

HOW TO USE

After installing the script via BotGentz, log in to your Proposify dashboard and navigate to the Templates page. The tool automatically detects the template list and displays a floating panel on the right side. The panel shows all templates visible on the current page, with checkboxes next to each template entry. Each template displays its name, category, and last modified date. Use the search box to filter by template name or use the category filter dropdown to show only templates in a specific category. Check the boxes for every template you want to update. Below the template list, select the update type from the dropdown — Content, Default Values, or Settings. Enter the new value you want to apply in the text input field. Click "Update Selected" and the tool will process each selected template one by one — opening the template editor, navigating to the appropriate section, updating the specified field with your new value, and saving the changes. A status message appears when the operation completes, showing how many templates were successfully updated.

THE ACTUAL MECHANISM — WHY IT WORKS

Proposify's admin interface is built with React and uses a component-based rendering system for its template management. The template list is rendered as cards or list items, each containing template metadata and action buttons. This tool scans the DOM for template items using multiple selector patterns that Proposify consistently uses across versions. For each template, it extracts the name, category, and last modified date from the visible text content, and assigns a unique identifier from data attributes. When updating templates, the tool locates the edit button within each template item and triggers a click event that opens Proposify's template editor modal. The editor modal contains different sections for content, default values, and settings. Based on the selected update type, the tool identifies the correct field within the modal — a content editor, a defaults form, or a settings panel — and updates it using React-friendly event dispatching: setting the value via the native setter and dispatching both "input" and "change" events to ensure React registers the update. The tool then clicks the modal's save/confirm button, waits for the modal to close, and proceeds to the next template. This approach works without making direct API calls, which would require authentication tokens and knowledge of Proposify's internal API structure. By using the existing UI, the tool works within Proposify's own permission and validation system.

THE PANEL

The floating panel is fully draggable — click and drag the header to reposition it anywhere on the page. The panel's position is saved per site in localStorage, so it reappears exactly where you left it when you return to the templates page. Double-click the header to snap the panel to the nearest edge (left or right). A collapse button minimizes the panel to a small tab showing a document emoji badge, keeping it out of the way while still accessible. The template list inside the panel is scrollable and resizes vertically based on the number of templates. Pressing Escape while the panel is focused closes it completely; reopening is done via a small button injected near the page header (visible only on templates pages). All panel interactions are non-blocking — Proposify's main UI remains fully responsive while the panel is open, and the panel updates automatically when you navigate between pages or change filters.

PLEASE NOTE

This script requires the BotGentz extension (free) to run user scripts on Proposify. Proposify frequently updates its admin interface and editor structures; if the tool stops working, check for an updated version within BotGentz's script repository. This tool does not store, transmit, or log any template data, content, or settings — all operations occur locally in your browser with no external network requests except those made by Proposify itself. Template updates are applied through Proposify's own UI event system, so all changes respect your account's permission settings and content validation rules. The tool does not bypass Proposify's permission system or content restrictions; it simply automates the clicks and keystrokes you would otherwise perform manually. For very large template lists with dozens of entries, the tool may take several minutes to complete the operation, as each template is processed sequentially with delays to avoid overwhelming the UI. A progress indicator shows which template is currently being processed. Always double-check your selections and the value you're applying before updating, as bulk template updates are irreversible through this tool (though Proposify's UI allows manual reverts). The tool only affects templates visible on the current page; to update all templates, use Proposify's built-in pagination controls or adjust your view settings accordingly. This tool is designed for standardized updates — applying the same content, default value, or setting change across multiple templates simultaneously. It is not designed for making unique, template-specific changes.