Document Templates

Use templates to reuse proposal layouts, contract content, quotes, and general documents. Your owner's plan must include Documents, the billing module must be enabled, and your role needs Manage workspace settings.

Create a Template

1. Open Documents > Templates.
2. Choose a template type: quote, proposal, contract, or document.
3. Enter a name and optional description/category.
4. Build the content and design. Quotes use the quote editor; other document types use the document builder.
5. Add supported merge tags where you want document or recipient details to be filled in.
6. Set the template as active so it can be selected. Set a default when you want it chosen automatically for that document type.
7. Save, then create a test draft from the template and review its content.

Check merge tags after choosing the client or lead. Review prices, terms, signature blocks, and conversion settings for each new document, even when a template supplies them.

Import From the Gallery

1. Open the Template Gallery from the templates page.
2. Search or filter by document type and category.
3. Review the starter template's preview and description.
4. Choose Import to copy it into your workspace's templates.
5. Open the imported copy and replace example content, branding, prices, and terms.

Import creates a workspace copy that you can edit. Gallery availability depends on the starter templates installed in the application.

Reuse Existing Work

The document editor offers Save as template for reusing an existing layout. Give the template a clear name and inspect its client-specific content before using it for someone else.

Editing a template does not replace the content of documents already created from it. Change an existing document in its own editor when necessary.

Maintain Templates

• Keep names and categories specific enough to distinguish similar offers.
• Make a template inactive when it should no longer be offered for new drafts.
• Review default templates when changing your services, prices, or agreement terms.
• Delete an obsolete template only when you no longer need it for new work.

See Documents, Quotes & Contracts for sending documents and collecting signatures.