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

Video tutorial coming soon

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Tick each line only when the screen shows exactly what is described. Anything else is a finding: note the step number, what you saw, and the browser you used.

Screens covered: /settings?activeTab=templates-reports · Guide last checked 2026-10-03

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Preconditions

A few templates in different categories.

Steps

1. Open TemplatesDo: Go to Settings → Templates (activeTab=templates-reports).Expect: Heading "Report Templates", "Create Template", tabs "My Templates" / "Shared Templates", and an accordion by category.Actual:
2. Read the categoriesDo: Expand each accordion: Introduction Templates, Quote Details Templates, Authorization Templates, Custom Page Text Templates, Email Templates, Invoice Email Templates.Expect: Each template has Edit and Delete ("Are you absolutely sure?" → "Continue").Actual:
3. Template vs layoutDo: Remember: a layout is the whole document; a template is one page's content. Layouts can contain content that came from templates.Expect: You will pull templates into pages in the next two lessons.Actual:

Result

Tester

Date

Build / environment (staging URL + git commit)

Browser & device

Notes / findings

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