Templates

Use reusable templates for proposals, contracts, invoices, and other documents to save time and maintain consistency.

What are Templates?

Templates are pre-designed documents you can reuse:

• Proposal Templates: Standard proposal formats
• Contract Templates: Legal contract templates
• Invoice Templates: Invoice layouts
• Email Templates: Email message templates
• Document Templates: Other document templates

Using Templates

From Template Library

Browse and use templates:

1. Go to Templates (or module → Templates)
2. Browse Templates: See available templates
3. Preview: View template design
4. Select Template: Choose template
5. Customize: Modify for your needs
6. Use: Create document from template

Creating from Template

1. Select Template: Choose from library
2. Click "Use Template": Use button
3. Fill in Details:

• Client information
• Pricing
• Terms
• Custom content

4. Save: Document created
5. Send: Send to client

Creating Templates

Save as Template

Save your documents as templates:

1. Create Document: Build proposal, contract, etc.
2. Click "Save as Template": Template button
3. Name Template: Give descriptive name
4. Add Description: Explain what it's for
5. Save: Template saved
6. Reuse: Use for future documents

Template Categories

Organize templates:

• Proposals: Proposal templates
• Contracts: Contract templates
• Invoices: Invoice templates
• Emails: Email templates
• Custom: Your own categories

Template Marketplace

Browse Marketplace

Access shared templates:

1. Go to Templates → Marketplace
2. Browse: See community templates
3. Search: Find specific templates
4. Preview: View template design
5. Import: Add to your templates

Sharing Templates

Share your templates:

1. Create Template: Build your template
2. Publish: Make available to others
3. Share: Others can use your template
4. Get Credit: Recognition for sharing

Best Practices

1. Start with Templates: Use templates to save time
2. Customize: Adapt templates to your brand
3. Create Your Own: Build templates for common scenarios
4. Organize: Use categories to organize
5. Update Regularly: Keep templates current
6. Share Good Ones: Contribute to marketplace

Common Templates

Proposal Templates

• Service Proposal: Standard service offering
• Project Proposal: Project-based proposal
• Retainer Proposal: Monthly retainer proposal
• Product Proposal: Product sales proposal

Contract Templates

• Service Agreement: Standard service contract
• NDA: Non-disclosure agreement
• Consulting Agreement: Consulting contract
• License Agreement: Software/license contract

Invoice Templates

• Standard Invoice: Basic invoice format
• Service Invoice: Service billing format
• Product Invoice: Product sales format
• Recurring Invoice: Subscription format

Troubleshooting

Template not loading?

• Check template exists
• Verify you have access
• Try refreshing page
• Check template format

Can't save as template?

• Verify document is complete
• Check template name is unique
• Try different name
• Refresh and retry

Template missing sections?

• Edit template to add sections
• Check template structure
• Verify all content included
• Contact support if needed

For more help, see Common Issues.

Next Steps

• Proposals Overview - Use proposal templates
• Contracts - Use contract templates
• Creating Invoices - Use invoice templates

Updated on: 10/03/2026