Templates Overview

What Are Templates?

Templates are pre-saved blocks of content you can quickly insert into your quotes and reports. Think of them as reusable modules for different sections of your document, such as introductory text, common quote line items, authorization pages, and email messages. Using templates saves time and ensures consistency across all your proposals.

Creating and Managing Templates

You can create and edit templates centrally in your account settings.

Create a Template in Account Settings

  1. Navigate to Configuration > Account Settings.
  2. Click Create Template Button.
  3. In the dialog box:
    • Enter a descriptive Template Name.
    • Select the Template Type (e.g., Introduction, Quote Details, Email).
  4. Click the pencil (edit) icon to open the editor.
  5. Add your text, formatting, and any Text Tokens (like {CustomerName}).

Edit a Template in Account Settings

  1. Go to Configuration > Account Settings.
  2. Under My Templates or Shared Templates, find the template type you want to edit.
  3. Click the pencil (edit) icon next to the template name.

Pro Tip: Duplicate to Save Time Need a similar but slightly different template? Use the duplicate (copy) icon next to any existing template. This lets you create a new version without starting from scratch.

Using Templates in Your Reports

You can access and apply your saved templates while working on a customer quote.

Apply Templates from Within a Report

  1. Open a project and edit a report.
  2. Navigate to a page that uses templates (e.g., Introduction, Quote Details, Authorization).
  3. Look for a button like View Templates or Browse Templates.
  4. This opens your template library, where you can:
    • Apply a Template: Select one and confirm to populate the page.

Important Creating and editing templates is done in Configuration > Account Settings, not from the report editor.