Templates Overview page

Templates Overview

Templates Overview

The Templates section is where you can create and store reusable templates for different parts of your business, including Products, Packages, Contracts, Invoices, Proposals, Questionnaires, Contact Forms, and Emails. Using templates saves you time, reduces repetitive tasks, and keeps things consistent across all your client interactions.

Feature Explanation

In this section, you can set up templates that work together across different areas of your business.

    For example:

  • Create Product and Package templates that you can bring into Invoices, automatically showing the product or package name, details, and price.
  • Build Proposal templates that combine multiple elements like Contracts, Invoices, and Questionnaires into one document, making it easy to send a complete package to your clients.
  • Use Smart Text within templates (like Contracts) to automatically fill in details like the customer’s name or event start time based on the information in the Event Overview page.

The Benefit

The biggest benefit of using templates is that it saves you time and keeps things easy. Instead of starting from scratch each time, you have templates ready to go, and they work together across different parts of the system. For example, you can pull in product or package details into invoices without having to type them each time, ensuring everything is accurate and consistent.

Smart Text means that details like the customer’s name or event time are automatically added based on the event info, so you don’t have to worry about updating those manually. Altogether, templates streamline your workflow and help you keep everything professional and consistent without much extra work.

Templates Overview