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.
Video tutorial coming soon
The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.
Rough runtime
2:23
Scenes
5
Lesson
6.13 · Proposals & quotes
File name
06-13 templates-explained.mp4
Before you record
- A few templates in different categories.
- Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.
Shot list
| # | Time | Scene | Screen | On screen | Narration |
|---|---|---|---|---|---|
| 0 | 0:0020s | Intro: Templates explained: categories, shared templates and limits | /settings?activeTab=templates-reports | Title card, then the first screen of the lesson. | Templates in two minutes: six categories, one idea. |
| 1 | 0:2036s | Open Templates | /settings?activeTab=templates-reports | Go to Settings → Templates (activeTab=templates-reports). | Templates in Settings, grouped by what page they fill. |
| 2 | 0:5636s | 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. | Six kinds. Intro and custom text for words, Quote Details for pricing structure, Authorization for the signing page, and two kinds of email. |
| 3 | 1:3236s | 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. | Layout is the skeleton, templates are the organs. Use both. |
| 4 | 2:0815s | Recap & next lesson | /settings?activeTab=templates-reports | Hold on the finished result, then the end card. | Next we create a quote template and use it. |
Narration, in order
0. Intro: Templates explained: categories, shared templates and limits
0:00 · 20sTitle card, then the first screen of the lesson.
Templates in two minutes: six categories, one idea.
1. Open Templates
0:20 · 36sGo to Settings → Templates (activeTab=templates-reports).
Templates in Settings, grouped by what page they fill.
Show before cutting: Heading "Report Templates", "Create Template", tabs "My Templates" / "Shared Templates", and an accordion by category.
2. Read the categories
0:56 · 36sExpand each accordion: Introduction Templates, Quote Details Templates, Authorization Templates, Custom Page Text Templates, Email Templates, Invoice Email Templates.
Six kinds. Intro and custom text for words, Quote Details for pricing structure, Authorization for the signing page, and two kinds of email.
Show before cutting: Each template has Edit and Delete ("Are you absolutely sure?" → "Continue").
3. Template vs layout
1:32 · 36sRemember: a layout is the whole document; a template is one page's content. Layouts can contain content that came from templates.
Layout is the skeleton, templates are the organs. Use both.
Show before cutting: You will pull templates into pages in the next two lessons.
4. Recap & next lesson
2:08 · 15sHold on the finished result, then the end card.
Next we create a quote template and use it.
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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