How do I create or manage templates?

Templates are the backbone of automating your business. Templates are located under "My Account", "Account Settings", and "My Templates". 

You can create templates for:
  • Emails
  • Quotes
  • Contracts
  • Invoices
  • Questionnaires



Use the "New Template" button to create a new template, or as you are working, there is the option to "Save as a new template" at the bottom right of any given email or form. 

Related: Video Walkthrough on Templates

KeywordSearch: My Templates, Creating Templates, Managing Templates

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