How do I create a proposal from a template in Offri? I need to connect pipedrive to offri and automatically create a proposal from a template in Offri. I successfully set this up but for some reason I can’t see any option to use a template even though is says so in the description of the action. Does anyone know how to do this? I just don’t see the option to use a template anywhere. Additionally I’m not sure what I need to do with the field “contactperson” in Offri there is no other layer of contacts just the normal contact which I already assigned with the search step above. this works even if I leave that open but it is annoying that we get an error everytime.
![](https://uploads-us-west-2.insided.com/zapier-ca/attachment/460b2bcc-5649-427f-a245-72a6ca945f16.png)
![](https://uploads-us-west-2.insided.com/zapier-ca/attachment/a478d6b9-aaf9-45ae-8ef9-861d7223cd39.png)
Best answer by SamB
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