Templates
Document templates
Keep your best proposal or contract ready, and start each new one from it.
A document template keeps the pages, wording and signing layout you use for every client, so a new proposal or contract takes minutes.
Start a document from a template
- Open Templates and choose Documents.
- Find the template. Select Preview from its menu if you want to check it first.
- Select Use template.
- Fill in the client details, prices and dates for this client.
- Send the document as usual.
You're done when a new draft document opens with the template's content in it, ready for this client.
Create or edit a template
- To create one, select New template › Documents, name it, choose Proposal or Contract, build the pages, then save.
- To turn a document you already wrote into a template, open it and choose Save as Template in its document settings.
- To change a template, open its menu and select Edit.
Step-by-step instructions are in Document templates in the Docs section.
Good to know
- Put client names and one-off prices in the document, not the template.
- Inactive templates can be previewed but not used for new documents.
- Editing a template doesn't change documents you already made from it.
- Docs › Templates shows the same templates as this category.