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Create your own business plan templates

With the Premier Edition, you can create a custom business plan outline, add your own financial tables and standardized text, and then save the result as a new business plan template to share with other Business Plan Pro users.

Great for franchises, corporations, and consultants

The Save as Template feature in the Premier Edition of Business Plan Pro allows you to customize and distribute a unique business plan template to your users.

Once you have completed building your template, use the "save as template" feature and send it to the people who need to complete a plan in your custom format. When your users start Business Plan Pro, they will see your custom template as an option.

How to use business plan templates

Say that ABC Company wants to standardize the planning process for its division. A senior manager uses Business Plan Pro Premier and customizes the plan outline and Profit and Loss Statement to meet the specific needs of ABC Company. She enters custom expense lines and new text topics in the outline that division managers will need to complete their business plans.

Once the plan is saved as a template, the manager emails the template to all of her division. They open the template in Business Plan Pro Premier or Standard Edition and create plans in the standard format required by ABC Company.

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