> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.swellsystem.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Templates

# 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](../troubleshooting/common-issues.md).

## Next Steps

- [Proposals Overview](https://help.swellsystem.com/en/article/proposals-overview-gt5w21/) - Use proposal templates
- [Contracts](https://help.swellsystem.com/en/article/contracts-1l4r5u1/) - Use contract templates
- [Creating Invoices](https://help.swellsystem.com/en/article/creating-invoices-e045z0/) - Use invoice templates