Templates

Templates turn your data into finished documents. Set up the shape of a document once — a proposal, a quote, a client report, a policy summary — and your assistant fills it in with the right details on demand, on your letterhead, ready to send.

What you can build

• Proposals and quotes — pulled from a deal record, priced and formatted.
• Client reports — a recurring summary built from that client's data.
• Policy or account summaries — the key facts laid out consistently.
• Onboarding packets — the same welcome document for every new client, with their details filled in.

Why it helps

• Consistent and on-brand. Every document comes out looking the same, with your logo and styling. The same template and the same details always produce the same document, so this month's report matches last month's.
• No copy-paste. The details come straight from your collections and notes, so there are no transcription mistakes.
• Ready to send. You get a finished PDF, saved to your workspace files. It can go straight out as an email attachment without you downloading and re-uploading it.
• Fast. A document that took twenty minutes to assemble by hand comes back in seconds.

Try it

Using our proposal template, draft a proposal for the Acme Corp deal — pull the scope and pricing from their record — and give me a PDF.

Or a recurring report:

Generate this month's account report for Acme Corp from our standard report template and save it to their file.

Straight out the door:

Generate the Acme Corp renewal summary and email it to Jane as an attachment.

Related

Templates read from your structured data. Wrap a repeated document job into a process so anyone on the team can run it the same way.