How to Manage Templates
Templates let you save reusable content for proposals, contracts, invoices, and emails — saving time when creating similar documents.
Accessing Templates
Navigate to Templates in the sidebar. You'll see a list of all saved templates organized by type.
Creating a Template
Click "New Template" and fill in:
- Name — A descriptive template name.
- Type — What it's for (proposal, contract, invoice, email).
- Content — The reusable text, line items, or terms.
Using Templates
When creating a new proposal, contract, or invoice, you can select a template to pre-fill the form with saved content. You can then customize the details for the specific client or project.
Managing Templates
- Edit — Update the template content.
- Duplicate — Create a copy to base a new template on.
- Delete — Remove templates you no longer need.
💡 Tip:
Create templates for your most common proposal scopes, contract terms, and invoice line items. This ensures consistency and saves significant time.