In this lesson, you’ll learn how to create reusable sales templates in Gamma. There are two ways to build proposals:
- Option A: Starting from your template library
- Option B: Remixing your last proposal
Both approaches help you stay on brand, maintain structure, and dramatically cut down on manual work.
Templates give you a consistent, reliable foundation. They require a little upfront setup, but that setup pays off every time you reuse them.
Remixing gives you speed and relevance by adapting a proposal that already worked.
It's ideal for quick iterations or one-off custom deals and requires almost no setup since you don’t need to maintain a full library.
Both methods can save hours, keep your decks consistent, and help you close deals faster. Each option has specific strengths, and we’ll walk through both.
Keep in mind that templates are available in Gamma as a Pro-level feature.
How to build your first sales template
Start by opening the Templates section in the left-hand menu. You’ll see two options: standard templates and custom templates. In this lesson, we’re focusing on custom templates—the ones you create yourself. These save the most time because they reflect your exact style, tone, and structure.
Any Gamma you’ve built can become a reusable template, with the exception of websites.
As an example, imagine we are Margin, a marketing consultancy for startups.
In their example, go to Gammas in the left-hand menu and open the sales proposal for Tyrell Corporation. Then select Save copy as template and give it a name.
You now have your first custom template ready for future proposals.
How to modify your template
Gamma creates a copy of your template that you can customize in two ways — manual updates or Gamma agent.
First, you can manually type the client’s goals, key challenges, or other details without using AI. This works well if you want full control over every word.
Second, you can have Gamma Agent make updates instantly. For example, you can ask it to change the company name from Tyrell Corporation to Blue Dolphin International, and it will update the name everywhere automatically.
From there, you can continue making edits—either manually or with the Agent—until your deck is ready to send.
If you want a deeper walkthrough on template creation and Gamma Agent, check out the Gamma 101 course. Over time, you’ll build a library of templates for every proposal type or use case, each one tailored to your workflow and brand.
How to use remix for fast personalization
Remix is the fastest way to personalize a live proposal. It lets you take any Gamma and selectively lock or edit cards, giving you full control over what stays the same and what updates for your new client.
Remix is perfect for adapting existing content for new audiences. Popular use cases include:
- Pitch decks tailored to different clients
- Lead magnets updated with new data or context
- Job postings pre-filled with intake form details
Let’s continue with our earlier example.
Tyrell Corporation needed help migrating between Salesforce and HubSpot and cleaning up Zapier automations—a very operations-heavy project. But now you’re pitching Paper Street Soap Company. Their systems are already organized, but they want help building demand generation campaigns for warm outbound.
Instead of starting over, open the Tyrell Corporation sales proposal template and hit Remix this template.
You can then prompt Remix to keep the evergreen sections like pricing and the “About Margin” slide, while swapping out the old context for the new client.
Remove anything irrelevant and update what’s unique.
What comes next
Whether you’re creating from a template or remixing your last proposal, both methods help you move faster without sacrificing quality.
But remember, great proposals are rooted in context. When your prospect reads it, they should think, “Wow, they actually listened.”
That feeling doesn’t come from the template itself. It comes from the details you pull from your calls, emails, and notes.
In the next lesson, we’ll go deeper into how to use context so the words inside your proposal reflect what was actually said—not just what you think you heard.