Templates
Templates
Start proposals, projects, forms, invoices and automations from a ready-made version instead of a blank page.
Templates let you set something up well once and reuse it for every new client: the same proposal, the same onboarding project, the same intake form.
Make a template when you do the same thing more than once. Don't turn every one-off record into a template: a short library of templates you actually use is easier to choose from.
Start here
- Find and use a template from the template library.
- Save your best proposal or contract as a template.
- Turn your usual delivery steps into a project or task template.
Everything in templates
- Find and use a template
- Document templates
- Project and task templates
- Form templates
- Invoice and estimate templates
- Email templates
Smart Flow, workflow and AI worker templates live in the same library. See Create a Smart Flow, Workflow templates by goal and Use worker templates.