Templates

Create and manage email, document, and quote templates

Our system is designed to streamline and automate many time-consuming, manual tasks. Templates are the basis of quotes, documents, and emails; they can also be used for documents that require a secure electronic signature (e‑signature).

Create a new template

  1. In the Settings screen, click Templates.

  2. In the Templates screen, click New Template in the top-right of the screen.
    The template editor opens on the right with three tabs on the far right: Layout, Roles, and Placeholders.

  3. Use the editor and tabs to design your template.

  4. Click Save in the top-right of the screen.

Template components

Layout section

ComponentDescription
Document NameThe name of this specific template. We recommend using a name that is specific to the purpose of the template (such as SaaS agreement, NDA, or SEO proposal).
PlanClicking in this section provides a list of your Plans where you can select a plan and link it to this template. The purpose of linking a plan with a template is to require specific language for selected plans (for example, link annual contracts to your annual subscription plan). This can be especially useful for limiting what sales users can edit.
Add Header/Add FooterAdd a header or footer adds the entered content to the top or bottom of every printed page. When a document is displayed online, the header and footer are only displayed at the beginning and end of the document.
ElementsDrag and drop these items to the editor area to define the template. There are three types of elements, Content, Page Break, and Price List (described below).
     ContentA Content element is the most used element. All text, Widgets (Signature, Text Fields, and Date Fields) images, Placeholders, and so on must be inside a content element. Anything in a content element can be formatted using the toolbar at the top of the page. Options include text formatting, tables, images, and more.
     Page BreakA page break starts a new page when the document is printed. Page breaks do not affect the document when viewing online.
     Price ListPrice lists behave differently based on how the template is used.
• If the template is used for a quote, the Price List is the pricing table, populated based on the line items entered during the quote building process.
• If the template is used as a document, the Price List is the pricing table template that must be completed manually.
WidgetsA widget is a field of information that is collected by the recipient of the quote or document at the time of signature. A widget must be assigned to a Role before the document can be sent. A widget can be set to required or left optional. A widget can also have a placeholder that serves as a label for the information the recipient should enter (such as "First Name").
Electronic SignaturesThe recipient has the option to draw, type, or upload their signature.
Text FieldA Text Field is used to collect any type of information from a recipient (such as Name, Title, and Company).
Date FieldA Date Field opens a date picker for the recipient to select a date.
Custom Styles
Apply custom CSS to templates by entering CSS into the Custom Style section.

Roles

A role in a template is a placeholder that determines which recipient is responsible for which section. You assign a Role to a Widget to have that recipient be responsible for completing that widget.
Also in this section is the Require to enter billing info option. Select this option if the recipient must provide a payment method before the document can be completed.

Placeholders

A placeholder is information that is unique to the recipient or to the document being sent.
This information is entered during the review stage of sending a document.
Click the name of a placeholder to copy it, and then paste it into a content element on the template. The following are the types of placeholders available:

  • System Placeholders — A system placeholder is information pulled from our system (such as company address, email, and phone number).
  • Custom Placeholders — A custom placeholder is a reminder to provide information not available in the system (such as installation date, product descriptions, and service terms).
    To create a custom placeholder, enter the content inside two curly brackets (❴❴ ❵❵), such as:
    {{sample product description}}

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Updated 3 months ago

Templates


Create and manage email, document, and quote templates

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