Create and Edit Document Templates
Build reusable proposal and contract templates from Docs.
Document templates are managed from Docs > Templates and can be used as starting points for proposals, contracts, scopes, and agreements.
Create templates for reusable structure. Edit individual documents when only one customer or one deal needs different language.
Treat document templates as shared starting points. A mistake in a template can repeat across many customer documents.
Create a Document Template
- Open Docs > Templates.
- Select New template.
- Enter the template name.
- Choose the template type, such as proposal or contract.
- Add category, description, active/default settings, and content.
- Select Create template.
After creation, Agiled opens the template editor so you can continue refining the template.
Before making a template active or default, create a test document from it and check sections, placeholders, recipient needs, signature blocks, and attachments.
Use neutral reusable wording in the template. Customer names, one-off pricing, deal-specific terms, and temporary instructions belong in the created document, not the shared template.
If the template will be used by more than one team, agree on the owner before it goes live. One owner should approve copy, pricing language, attachment rules, signature blocks, and whether the template is active or default.
Review Before Saving
Check placeholder text, pricing language, customer-specific examples, signature block placement, attachments, and whether the template category is clear enough for teammates to choose it later.
Also review who should sign, what attachments should appear, and whether the template should be active or default. These choices affect how teammates start future customer documents.
Create a test document from the template after major edits. Review the test as a teammate would use it: choose a real contact or sample customer, check the recipient fields, preview the public document, and confirm the signer experience matches the intended workflow.
Edit a Document Template
- Open Docs > Templates.
- Find the template in the table.
- Select Edit.
- Update the template metadata or content.
- Save changes.
Template edits affect future documents created from the template. Existing documents usually need to be reviewed separately if they should receive the same change.
Use template edits for reusable language, structure, default sections, and standard attachments. Use a document edit when the change belongs only to one customer, proposal, contract, or deal.
Version Control Habits
When the change is substantial, duplicate the template or rename it with a clear version before editing. Keep the old template inactive until open customer work has been reviewed.
Use template descriptions to explain when the template should be chosen. Good descriptions prevent teammates from opening several templates just to find the right one.
Template Table
The document template table shows name, type, category, updated date, status, and actions. Use it to find inactive templates, old templates, or templates that need review.
Use clear categories and names so teammates can select the right template without opening each one. Archive or deactivate older versions that should no longer be used.
Troubleshooting
If teammates keep choosing the wrong template, improve the template name, category, and description.
If an old template is still being used, deactivate it or add an archive note to the name.
After major legal, pricing, or branding changes, review active templates and one recent document created from each high-impact template. Existing drafts may need manual updates.