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.
• No copy-paste. The details come straight from your collections and notes, so there are no transcription mistakes.
• 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.

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.