My Roof CRM

Templates explained: categories, shared templates and limits

The six template categories, how a template is pulled into a page, the difference from layouts, and the Starter limit.

Beginner 4 minOwner / manager, Office & admin staff, Sales rep / estimator· Last checked 2026-10-03

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Templates are reusable content for one page type. Categories: Introduction, Quote Details, Authorization, Custom Page Text, Email and Invoice Email. You create them in Settings and pull them into a page with "View templates". Starter allows 10 templates; Pro and Beta are unlimited.

By the end you can

  • List the six categories
  • Explain how a template differs from a layout
  • Know the limit

Step by step

  1. Open Templates/settings?activeTab=templates-reports

    Go to Settings → Templates (activeTab=templates-reports).

    You should see: Heading "Report Templates", "Create Template", tabs "My Templates" / "Shared Templates", and an accordion by category.

  2. Read the categories/settings?activeTab=templates-reports

    Expand each accordion: Introduction Templates, Quote Details Templates, Authorization Templates, Custom Page Text Templates, Email Templates, Invoice Email Templates.

    You should see: Each template has Edit and Delete ("Are you absolutely sure?" → "Continue").

  3. Template vs layout/settings?activeTab=templates-reports

    Remember: a layout is the whole document; a template is one page's content. Layouts can contain content that came from templates.

    You should see: You will pull templates into pages in the next two lessons.

Related lessons

Layouts explained and the default layout

What a layout holds, how the default layout is chosen, the difference between My Layouts and Shared Layouts, and the plan limits.

Proposals & quotesBeginner5 min

Quote, introduction and text templates

Create a Quote Details template with your standard sections and items, create text templates for introductions and custom pages, and pull them into a proposal.

Proposals & quotesIntermediate7 min

Authorization templates

Save your disclaimer, standard optional upgrades, profit margin and product selections as a template in the Authorization Template Editor, then apply it to any proposal.

Proposals & quotesIntermediate5 min

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