1. Log in to your Dubsado account.

2. Navigate to Templates > Canned Emails in the left menu.

3. Click on the email template(s) you want to transfer.

4. Select all the text in the email body and copy it (Ctrl+C or Cmd+C).

1. Log in to your 17hats account.

2. Go to Documents & Emails > New Template > Email.

3. Paste your copied email content into the email body (Ctrl+V or Cmd+V).

4. If you use placeholders like {Client First Name} in Dubsado, update them to 17hats Tokens by clicking the Insert Tokens button (e.g., [Contact] First name).

5. Save your new template.

1. Review your email formatting to ensure everything looks good.

2. Save Template.

3. To test, go to your test Project and click Create New > Email and choose the template in the Templates drop down menu.

4. Click Send and check your email to make sure it looks how you want it!

That’s it! Once saved, your email template is ready to be used in Workflows and client communication within 17hats. 🚀

1. Log in to your Dubsado account.

2. Navigate to Templates > Forms and locate your Contract template.

3. Open the contract and copy the full text or download it as a PDF for reference.

1. Log in to 17hats.

2. Go to Documents & Emails > New Template > Contract.

3. Paste the Contract text from Dubsado into the 17hats Contract editor.

1. Reapply any bold, italics, or underline formatting as needed.

2. Replace Dubsado's merge fields with 17hats Tokens by clicking the Insert Token button in 17hats.

• Example: Replace “[Client First Name]” from Dubsado with [contact] First name in 17hats.

3. Ensure any payment terms, scope of work, and legal clauses are accurate and match your current business needs.

1. In 17hats Contracts, the Signature Fields will be added automatically once the Contract is sent.

1. Save your template

2. Test by going into your test Project and clicking Create New > Contract > then choose the template in the Templates dropdown menu and then save. At this point you can either send the Contract or you can click Live View and see the client view of the Contract.

3. If applicable, attach it to a Workflow to be sent automatically at the right stage of your process.

Now your contract templates are successfully transferred and ready to use in 17hats! ✅✍️

1. Log in to your Dubsado account.

2. Navigate to Templates > Forms and locate your Quote template.

3. Open the quote and either screenshot or copy the items and pricing details for reference.

1. Log in to 17hats.

2. Go to Documents & Emails > New Template > Quote.

3. Manually add the items from your Dubsado quote:

4. Adjust tax settings and your payment schedule if needed.

1. Save your template.

2. Test by going into your test Project and clicking Create New > Quote > then choose the template in the Templates dropdown menu and save. At this point you can either send the Quote or you can click Live View and see the client view of the Contract.

3. If applicable, attach it to a Workflow to be sent automatically at the right stage of your process.

While the template process requires manual setup, it allows you to take full advantage of 17hats’ automation features, such as automated follow-ups and client approvals! 🚀

1. Log in to Dubsado.

2. Navigate to Templates > Payment Plans if you have a structured payment schedule.

3. Open an invoice from a past project to reference your typical format.

4. Take note of:

1. Log in to 17hats.

2. Go to Documents & Emails > New Template > Invoice.

3. Manually add your standard line items, descriptions, and pricing.

4. Set up taxes and discounts to match your previous structure.

5. If you used payment schedules in Dubsado, create a corresponding Payment Schedule in the Invoice by checking the Payment Schedule box in the Invoice after you've added at least one line item.

1. Save your template.

2. Test by going into your test Project and clicking Create New > Invoice > then choose the template in the Templates dropdown menu and save. At this point you can either send the Quote or you can click Live View and see the client view of the Contract.

3. If applicable, attach it to a Workflow to be sent automatically at the right stage of your process.

By setting up your invoices in 17hats, you can automate payments, send reminders, and keep everything streamlined for your business! 💰🚀

1. Log in to Dubsado.

2. Navigate to Templates > Forms and select the Questionnaires tab.

3. Open the questionnaire you want to transfer.

4. Copy each question and response type (e.g., short text, long text, dropdown, checkbox, etc.).

1. Log in to 17hats.

2. Go to Documents & Emails > New Template > Questionnaire.

3. Manually add each question and select the appropriate response type.

• Short Answer → Short Text

• Long Answer → Paragraph Text

• Multiple Choice → Checkbox or Choose from a List

• File Upload → Request for your client to add a file

4. Arrange questions in the desired order by clicking 'Sort Questions' and dragging and dropping by the dots at the top of the question.

1. Save your template.

2. Test by going into your test Project and clicking Create New > Questionnaire > then choose the template in the Templates dropdown menu and save. At this point you can either send the Questionnaire or you can click Live View and see the client view of the Questionnaire.

3. If applicable, attach it to a Workflow to be sent automatically at the right stage of your process.

By moving your Questionnaires to 17hats, you can streamline your client intake process and keep everything organized in one place! 🎯📋

1. Log in to your HoneyBook account.

2. Navigate to Tools > Templates > Email Templates.

3. Open the email template you want to transfer.

4. Manually copy the email subject line and body text.

1. Log in to your 17hats account.

2. Go to Documents & Emails > New Template > Email.

3. Paste your copied email content into the email body (Ctrl+V or Cmd+V).

4. If you use placeholders like {Client First Name} in Honeybook, update them to 17hats Tokens by clicking the Insert Tokens button (e.g., [Contact] First name).

5. Save your new template.

1. Review your email formatting to ensure everything looks good.

2. Save Template.

3. To test, go to your test Project and click Create New > Email and choose the template in the Templates drop down menu.

4. Click Send and check your email to make sure it looks how you want it!

That’s it! Once saved, your email template is ready to be used in Workflows and client communication within 17hats. 🚀

1. Log in to your HoneyBook account.

2. Navigate to Tools > Templates > Contracts.

3. Open the contract template you want to transfer.

4. Manually copy the contract text, including terms, conditions, and any clauses.

1. Log in to 17hats.

2. Go to Documents & Emails > New Template > Contract.

3. Paste the Contract text from Honeybook into the 17hats Contract editor.

1. Reapply any bold, italics, or underline formatting as needed.

2. Replace Honeybook's merge fields with 17hats Tokens by clicking the Insert Token button in 17hats.

• Example: Replace “[Client First Name]” from HoneyBook with [contact] First name in 17hats.

3. Ensure any payment terms, scope of work, and legal clauses are accurate and match your current business needs.

1. In 17hats Contracts, the Signature Fields will be added automatically once the Contract is sent.

1. Save your template

2. Test by going into your test Project and clicking Create New > Contract > then choose the template in the Templates dropdown menu and then save. At this point you can either send the Contract or you can click Live View and see the client view of the Contract.

3. If applicable, attach it to a Workflow to be sent automatically at the right stage of your process.

Now your contract templates are successfully transferred and ready to use in 17hats! ✅✍️

1. Log in to your HoneyBook account.

2. Navigate to Tools > Templates > Proposals & Quotes.

3. Open the quote template you want to transfer.

4. Manually copy the entire content of the quote, including any pricing details, services, and terms.

1. Log in to your 17hats account.

2. Go to Documents & Emails > Create New > Quote.

3. Manually add the items from your Honeybook quote:

• Standard Items for fixed-price services or products.

• Choose One Items if you had package options in Dubsado.

• Choose Any for optional add-ons.

4. Adjust tax settings and your payment schedule if you are attaching an Invoice.

1. Click Save Template in 17hats.

2. Preview the quote template to ensure all formatting, pricing, and details appear correctly.

3. You can now attach the quote template to a Workflow or Project in 17hats for seamless business operations.

Your quote template is now ready in 17hats! You’ve successfully transferred it over. 🎉

1. Log in to your HoneyBook account.

2. Navigate to Tools > Templates > Invoices.

3. Open the invoice template you wish to transfer.

4. Manually copy the entire content of the invoice, including the line items, payment terms, and any other custom details.

1. Log in to 17hats.

2. Go to Documents & Emails > Create New > Invoice.

3. Manually add your standard line items, descriptions, and pricing.

4. Set up taxes and discounts to match your previous structure.

5. If you used payment schedules in Honeybook, create a corresponding Payment Schedule in the Invoice by clicking the 'Payment Schedule' box in the Invoice after you've added at least one line item.

1. Click Save Template in 17hats.

2. You can now attach the invoice template to any projects or workflows in 17hats for easy invoicing.

Your invoice template is now successfully transferred to 17hats and ready to use! 🎉

1. Log in to HoneyBook.

2. Navigate to Tools > Templates > Questionnaires.

3. Open the questionnaire you want to transfer.

4. Manually copy each question and response type (e.g., short answer, long answer, dropdown, checkbox, etc.).

1. Log in to 17hats.

2. Go to Documents & Emails > New Template > Questionnaire.

3. Manually add each question and select the appropriate response type.

• Short Answer → Short Text

• Long Answer → Paragraph Text

• Multiple Choice → Checkbox or Choose from a List

• File Upload → Request for your client to add a file

4. Arrange questions in the desired order by clicking 'Sort Questions' and dragging and dropping by the dots at the top of the question.

1. Save your template.

2. Test by going into your test Project and clicking Create New > Questionnaire > then choose the template in the Templates dropdown menu and save. At this point you can either send the Questionnaire or you can click Live View and see the client view of the Questionnaire.

3. If applicable, attach it to a Workflow to be sent automatically at the right stage of your process.

By moving your Questionnaires to 17hats, you can streamline your client intake process and keep everything organized in one place! 🎯📋

1. Log in to your Sprout Studio account.

2. Navigate to the Email Templates section. This may be found under Settings or Communication depending on your account setup.

3. Open the email template you want to export.

4. Manually copy the content of the email, including the subject line, body text, placeholders (if any), and signature.

1. Log in to your 17hats account.

2. Go to Documents & Emails > New Template > Email.

3. Paste your copied email content into the email body (Ctrl+V or Cmd+V).

4. If you use placeholders like {Client First Name} in Sprout Studio, update them to 17hats Tokens by clicking the Insert Tokens button (e.g., [Contact] First name).

5. Save your new template.

1. Review your email formatting to ensure everything looks good.

2. Save Template.

3. To test, go to your test Project and click Create New > Email and choose the template in the Templates drop down menu.

4. Click Send and check your email to make sure it looks how you want it!

That’s it! Once saved, your email template is ready to be used in Workflows and client communication within 17hats. 🚀

1. Log in to your Sprout Studio account.

2. Navigate to the Contracts section, usually found under Settings or Documents.

3. Open the contract template you wish to export.

4. Manually copy the entire content of the contract, including any placeholders, sections, and clauses you have added.

1. Log in to 17hats.

2. Go to Documents & Emails > New Template > Contract.

3. Paste the Contract text from Sprout Studio into the 17hats Contract editor.

1. Reapply any bold, italics, or underline formatting as needed.

2. Replace Sprout Studio's merge fields with 17hats Tokens by clicking the Insert Token button in 17hats.

• Example: Replace “[Client First Name]” from Sprout Studio with [contact] First name in 17hats.

3. Ensure any payment terms, scope of work, and legal clauses are accurate and match your current business needs.

1. In 17hats Contracts, the Signature Fields will be added automatically once the Contract is sent.

1. Save your template

2. Test by going into your test Project and clicking Create New > Contract > then choose the template in the Templates dropdown menu and then save. At this point you can either send the Contract or you can click Live View and see the client view of the Contract.

3. If applicable, attach it to a Workflow to be sent automatically at the right stage of your process.

Now your contract templates are successfully transferred and ready to use in 17hats! ✅✍️

1. Log in to your Sprout Studio account.

2. Navigate to the Quotes or Pricing section, usually located under Settings or Documents.

3. Open the quote template you wish to export.

4. Manually copy the entire content of the quote template, including any text, line items, and placeholders.

1. Log in to 17hats.

2. Go to Documents & Emails > New Template > Quote.

3. Manually add the items from your Dubsado quote:

4. Adjust tax settings and your payment schedule if needed.

1. Save your template.

2. Test by going into your test Project and clicking Create New > Quote > then choose the template in the Templates dropdown menu and save. At this point you can either send the Quote or you can click Live View and see the client view of the Contract.

3. If applicable, attach it to a Workflow to be sent automatically at the right stage of your process.

While the template process requires manual setup, it allows you to take full advantage of 17hats’ automation features, such as automated follow-ups and client approvals! 🚀

1. Log in to your Sprout Studio account.

2. Navigate to Invoices under the Sales tab.

3. Find and open the invoice template you wish to transfer.

4. Manually copy the content of the invoice template, including any line items, payment terms, and custom fields.

1. Log in to 17hats.

2. Go to Documents & Emails > New Template > Invoice.

3. Manually add your standard line items, descriptions, and pricing.

4. Set up taxes and discounts to match your previous structure.

5. If you used payment schedules in Sprout Studio, create a corresponding Payment Schedule in the Invoice by checking the Payment Schedule box in the Invoice after you've added at least one line item.

1. Save your template.

2. Test by going into your test Project and clicking Create New > Invoice > then choose the template in the Templates dropdown menu and save. At this point you can either send the Quote or you can click Live View and see the client view of the Contract.

3. If applicable, attach it to a Workflow to be sent automatically at the right stage of your process.

By setting up your Invoices in 17hats, you can automate payments, send reminders, and keep everything streamlined for your business! 💰🚀

1. Log in to your Sprout Studio account.

2. Navigate to the Questionnaires section, usually found under Documents or Settings.

3. Open the questionnaire template you wish to export.

4. Manually copy the entire content of the questionnaire, including questions, answer fields, and any formatting.

1. Log in to 17hats.

2. Go to Documents & Emails > New Template > Questionnaire.

3. Manually add each question and select the appropriate response type.

• Short Answer → Short Text

• Long Answer → Paragraph Text

• Multiple Choice → Checkbox or Choose from a List

• File Upload → Request for your client to add a file

4. Arrange questions in the desired order by clicking 'Sort Questions' and dragging and dropping by the dots at the top of the question.

1. Save your template.

2. Test by going into your test Project and clicking Create New > Questionnaire > then choose the template in the Templates dropdown menu and save. At this point you can either send the Questionnaire or you can click Live View and see the client view of the Questionnaire.

3. If applicable, attach it to a Workflow to be sent automatically at the right stage of your process.

By moving your Questionnaires to 17hats, you can streamline your client intake process and keep everything organized in one place! 🎯📋

1. Log in to your Studio Ninja account.

2. Navigate to the Email Templates section, usually located under the Settings or Templates tab.

3. Open the email template you wish to export.

4. Manually copy the entire content of the email, including any subject lines, body text, and special formatting.

1. Log in to your 17hats account.

2. Go to Documents & Emails > New Template > Email.

3. Paste your copied email content into the email body (Ctrl+V or Cmd+V).

4. If you use placeholders like {Client First Name} in Studio Ninja, update them to 17hats Tokens by clicking the Insert Tokens button (e.g., [Contact] First name).

5. Save your new template.

1. Review your email formatting to ensure everything looks good.

2. Save Template.

3. To test, go to your test Project and click Create New > Email and choose the template in the Templates drop down menu.

4. Click Send and check your email to make sure it looks how you want it!

That’s it! Once saved, your email template is ready to be used in Workflows and client communication within 17hats. 🚀

1. Log in to your Studio Ninja account.

2. Navigate to the Contract Templates section, usually located under the Settings or Templates tab.

3. Open the contract template you wish to export.

4. Manually copy the entire content of the contract, including any clauses, terms, and placeholders.

1. Log in to 17hats.

2. Go to Documents & Emails > New Template > Contract.

3. Paste the Contract text from Studio Ninja into the 17hats Contract editor.

1. Reapply any bold, italics, or underline formatting as needed.

2. Replace Studio Ninja's merge fields with 17hats Tokens by clicking the Insert Token button in 17hats.

• Example: Replace “[Client First Name]” from Studio Ninja with [contact] First name in 17hats.

3. Ensure any payment terms, scope of work, and legal clauses are accurate and match your current business needs.

1. In 17hats Contracts, the Signature Fields will be added automatically once the Contract is sent.

1. Save your template

2. Test by going into your test Project and clicking Create New > Contract > then choose the template in the Templates dropdown menu and then save. At this point you can either send the Contract or you can click Live View and see the client view of the Contract.

3. If applicable, attach it to a Workflow to be sent automatically at the right stage of your process.

Now your contract templates are successfully transferred and ready to use in 17hats! ✅✍️

1. Log in to your Studio Ninja account.

2. Navigate to the Quotes or Proposals section, usually found under the Templates or Settings tab.

3. Open the quote template you want to export.

4. Manually copy the entire content of the quote, including all sections like services, pricing, and any placeholders.

1. Log in to 17hats.

2. Go to Documents & Emails > New Template > Quote.

3. Manually add the items from your Studio Ninja quote:

4. Adjust tax settings and your payment schedule if needed.

1. Save your template.

2. Test by going into your test Project and clicking Create New > Quote > then choose the template in the Templates dropdown menu and save. At this point you can either send the Quote or you can click Live View and see the client view of the Contract.

3. If applicable, attach it to a Workflow to be sent automatically at the right stage of your process.

While the template process requires manual setup, it allows you to take full advantage of 17hats’ automation features, such as automated follow-ups and client approvals! 🚀

1. Log in to your Studio Ninja account.

2. Navigate to the Invoices or Templates section, where your invoice templates are stored.

3. Open the invoice template you want to export.

4. Manually copy the entire content of the invoice, including sections like services, pricing, terms, and any placeholders.

1. Log in to 17hats.

2. Go to Documents & Emails > New Template > Invoice.

3. Manually add your standard line items, descriptions, and pricing.

4. Set up taxes and discounts to match your previous structure.

5. If you used payment schedules in Studio Ninja, create a corresponding Payment Schedule in the Invoice by checking the Payment Schedule box in the Invoice after you've added at least one line item.

1. Save your template.

2. Test by going into your test Project and clicking Create New > Invoice > then choose the template in the Templates dropdown menu and save. At this point you can either send the Quote or you can click Live View and see the client view of the Contract.

3. If applicable, attach it to a Workflow to be sent automatically at the right stage of your process.

By setting up your invoices in 17hats, you can automate payments, send reminders, and keep everything streamlined for your business! 💰🚀

1. Log in to your Studio Ninja account.

2. Navigate to the Forms or Questionnaire section where your template is stored.

3. Open the questionnaire template you want to export.

4. Manually copy the questions and answer options from the template (you may want to copy the whole form if needed).

1. Log in to 17hats.

2. Go to Documents & Emails > New Template > Questionnaire.

3. Manually add each question and select the appropriate response type.

• Short Answer → Short Text

• Long Answer → Paragraph Text

• Multiple Choice → Checkbox or Choose from a List

• File Upload → Request for your client to add a file

4. Arrange questions in the desired order by clicking 'Sort Questions' and dragging and dropping by the dots at the top of the question.

1. Save your template.

2. Test by going into your test Project and clicking Create New > Questionnaire > then choose the template in the Templates dropdown menu and save. At this point you can either send the Questionnaire or you can click Live View and see the client view of the Questionnaire.

3. If applicable, attach it to a Workflow to be sent automatically at the right stage of your process.

By moving your Questionnaires to 17hats, you can streamline your client intake process and keep everything organized in one place! 🎯📋

1. Log in to your Táve account.

2. Navigate to the Emails or Email Templates section, where your template is stored.

3. Open the email template you want to export.

4. Manually copy the content of the email template, including subject lines, body content, and any placeholders (variables like client name, project info, etc.).

1. Log in to your 17hats account.

2. Go to Documents & Emails > New Template > Email.

3. Paste your copied email content into the email body (Ctrl+V or Cmd+V).

4. If you use placeholders like {Client First Name} in Tave, update them to 17hats Tokens by clicking the Insert Tokens button (e.g., [Contact] First name).

5. Save your new template.

1. Review your email formatting to ensure everything looks good.

2. Save Template.

3. To test, go to your test Project and click Create New > Email and choose the template in the Templates drop down menu.

4. Click Send and check your email to make sure it looks how you want it!

That’s it! Once saved, your email template is ready to be used in Workflows and client communication within 17hats. 🚀

1. Log in to your Táve account.

2. Navigate to the Contracts or Templates section where your contract templates are stored.

3. Open the contract template you want to export.

4. Manually copy the contract content, including any placeholders, terms, conditions, and signatures.

1. Log in to 17hats.

2. Go to Documents & Emails > New Template > Contract.

3. Paste the Contract text from Tave into the 17hats Contract editor.

1. Reapply any bold, italics, or underline formatting as needed.

2. Replace Tave's merge fields with 17hats Tokens by clicking the Insert Token button in 17hats.

• Example: Replace “[Client First Name]” from Tave with [contact] First name in 17hats.

3. Ensure any payment terms, scope of work, and legal clauses are accurate and match your current business needs.

1. In 17hats Contracts, the Signature Fields will be added automatically once the Contract is sent.

1. Save your template

2. Test by going into your test Project and clicking Create New > Contract > then choose the template in the Templates dropdown menu and then save. At this point you can either send the Contract or you can click Live View and see the client view of the Contract.

3. If applicable, attach it to a Workflow to be sent automatically at the right stage of your process.

Now your contract templates are successfully transferred and ready to use in 17hats! ✅✍️

1. Log in to your Táve account.

2. Navigate to the Quotes or Templates section where your quote templates are stored.

3. Open the quote template you want to export.

4. Manually copy or take note of the content of the quote, including the sections for pricing, services, terms, and any placeholders.

1. Log in to 17hats.

2. Go to Documents & Emails > New Template > Quote.

3. Manually add the items from your Tave quote:

4. Adjust tax settings and your payment schedule if needed.

1. Save your template.

2. Test by going into your test Project and clicking Create New > Quote > then choose the template in the Templates dropdown menu and save. At this point you can either send the Quote or you can click Live View and see the client view of the Contract.

3. If applicable, attach it to a Workflow to be sent automatically at the right stage of your process.

While the template process requires manual setup, it allows you to take full advantage of 17hats’ automation features, such as automated follow-ups and client approvals! 🚀

1. Log in to your Táve account.

2. Navigate to the Invoices or Templates section where your invoice templates are stored.

3. Open the invoice template you want to export.

4. Manually copy the content of the invoice, including line items, services, terms, and any placeholders.

1. Log in to 17hats.

2. Go to Documents & Emails > New Template > Invoice.

3. Manually add your standard line items, descriptions, and pricing.

4. Set up taxes and discounts to match your previous structure.

5. If you used payment schedules in Tave, create a corresponding Payment Schedule in the Invoice by checking the Payment Schedule box in the Invoice after you've added at least one line item.

1. Save your template.

2. Test by going into your test Project and clicking Create New > Invoice > then choose the template in the Templates dropdown menu and save. At this point you can either send the Quote or you can click Live View and see the client view of the Contract.

3. If applicable, attach it to a Workflow to be sent automatically at the right stage of your process.

By setting up your invoices in 17hats, you can automate payments, send reminders, and keep everything streamlined for your business! 💰🚀

1. Log in to your Táve account.

2. Navigate to the Questionnaires or Forms section where your questionnaire templates are located.

3. Open the questionnaire template you want to export.

4. Manually copy the text and questions from the questionnaire, ensuring you include any instructions, multiple-choice options, and formatting you want to carry over.

1. Log in to 17hats.

2. Go to Documents & Emails > New Template > Questionnaire.

3. Manually add each question and select the appropriate response type.

• Short Answer → Short Text

• Long Answer → Paragraph Text

• Multiple Choice → Checkbox or Choose from a List

• File Upload → Request for your client to add a file

4. Arrange questions in the desired order by clicking 'Sort Questions' and dragging and dropping by the dots at the top of the question.

1. Save your template.

2. Test by going into your test Project and clicking Create New > Questionnaire > then choose the template in the Templates dropdown menu and save. At this point you can either send the Questionnaire or you can click Live View and see the client view of the Questionnaire.

3. If applicable, attach it to a Workflow to be sent automatically at the right stage of your process.

By moving your Questionnaires to 17hats, you can streamline your client intake process and keep everything organized in one place! 🎯📋

1. Log in to your [Platform/CRM Name] account.

2. Go to the Email Templates or Automation section (the name may vary depending on the platform).

3. Locate the email template(s) you want to export.

4. Open the template you wish to export and either:

• Copy the content manually (by highlighting the email body, subject line, and other sections), or

• If the platform offers an export feature, download the template in an exportable format (such as CSV, HTML, or a similar format).

1. Log in to your 17hats account.

2. Go to Documents & Emails > New Template > Email.

3. Paste your copied email content into the email body (Ctrl+V or Cmd+V).

4. If you use placeholders like {Client First Name} in your previous CRM, update them to 17hats Tokens by clicking the Insert Tokens button (e.g., [Contact] First name).

5. Save your new template.

1. Review your email formatting to ensure everything looks good.

2. Save Template.

3. To test, go to your test Project and click Create New > Email and choose the template in the Templates drop down menu.

4. Click Send and check your email to make sure it looks how you want it!

That’s it! Once saved, your email template is ready to be used in Workflows and client communication within 17hats. 🚀

1. Log in to your [Platform/CRM Name] account.

2. Navigate to the Contract Templates section (this might also be called “Documents,” “Contracts,” or “Templates”).

3. Locate the contract template(s) you wish to export.

4. Open the contract template, and depending on the platform:

• Copy the content manually (highlight the contract text, terms, and clauses).

• If available, download the contract in a file format such as PDF, Word, or another exportable format.

1. Log in to 17hats.

2. Go to Documents & Emails > New Template > Contract.

3. Paste the Contract text from your previous CRM into the 17hats Contract editor.

1. Reapply any bold, italics, or underline formatting as needed.

2. Replace your previous CRM's placeholders with 17hats Tokens by clicking the Insert Token button in 17hats.

• Example: Replace “[Client First Name]” from your previous CRM with [contact] First name in 17hats.

3. Ensure any payment terms, scope of work, and legal clauses are accurate and match your current business needs.

1. In 17hats Contracts, the Signature Fields will be added automatically once the Contract is sent.

1. Save your template

2. Test by going into your test Project and clicking Create New > Contract > then choose the template in the Templates dropdown menu and then save. At this point you can either send the Contract or you can click Live View and see the client view of the Contract.

3. If applicable, attach it to a Workflow to be sent automatically at the right stage of your process.

Now your contract templates are successfully transferred and ready to use in 17hats! ✅✍️

1. Log in to your [Platform/CRM Name] account.

2. Navigate to the Quote Templates section (this may also be called “Estimates,” “Proposals,” or “Quotes”).

3. Locate the quote template(s) you wish to export.

4. Open the quote template, and depending on the platform:

• Copy the content manually (highlight the text, itemized lists, and pricing details).

• If available, download the quote in a file format like PDF, Word, or another exportable format.

1. Log in to 17hats.

2. Go to Documents & Emails > New Template > Quote.

3. Manually add the items from your previous CRM's quote:

4. Adjust tax settings and your payment schedule if needed.

1. Save your template.

2. Test by going into your test Project and clicking Create New > Quote > then choose the template in the Templates dropdown menu and save. At this point you can either send the Quote or you can click Live View and see the client view of the Contract.

3. If applicable, attach it to a Workflow to be sent automatically at the right stage of your process.

While the template process requires manual setup, it allows you to take full advantage of 17hats’ automation features, such as automated follow-ups and client approvals! 🚀

1. Log in to your [Platform/CRM Name] account.

2. Navigate to the Invoice Templates section (sometimes labeled “Invoices,” “Billing,” or “Payments”).

3. Locate the invoice template(s) you wish to export.

4. Open the invoice template, and depending on the platform:

• Copy the content manually (this includes the layout, itemized list, and any pricing information).

• If available, download the invoice in a file format like PDF, Word, or another exportable format.

1. Log in to 17hats.

2. Go to Documents & Emails > New Template > Invoice.

3. Manually add your standard line items, descriptions, and pricing.

4. Set up taxes and discounts to match your previous structure.

5. If you used payment schedules in your previous CRM, create a corresponding Payment Schedule in the Invoice by checking the Payment Schedule box in the Invoice after you've added at least one line item.

1. Save your template.

2. Test by going into your test Project and clicking Create New > Invoice > then choose the template in the Templates dropdown menu and save. At this point you can either send the Quote or you can click Live View and see the client view of the Contract.

3. If applicable, attach it to a Workflow to be sent automatically at the right stage of your process.

By setting up your invoices in 17hats, you can automate payments, send reminders, and keep everything streamlined for your business! 💰🚀

1. Log in to your [Platform/CRM Name] account.

2. Navigate to the Questionnaire Templates section (sometimes labeled “Forms,” “Surveys,” or “Client Intake”).

3. Locate the questionnaire template(s) you wish to export.

4. Open the questionnaire template and:

• Copy the content manually, including all questions, fields, and any instructions.

• If the platform allows, download the questionnaire as a file (e.g., PDF, Word, CSV) for reference.

Note: Some platforms might have options for exporting questionnaire data, but most will require manual copying if you’re exporting the template itself.

1. Log in to 17hats.

2. Go to Documents & Emails > New Template > Questionnaire.

3. Manually add each question and select the appropriate response type.

• Short Answer → Short Text

• Long Answer → Paragraph Text

• Multiple Choice → Checkbox or Choose from a List

• File Upload → Request for your client to add a file

4. Arrange questions in the desired order by clicking 'Sort Questions' and dragging and dropping by the dots at the top of the question.

1. Save your template.

2. Test by going into your test Project and clicking Create New > Questionnaire > then choose the template in the Templates dropdown menu and save. At this point you can either send the Questionnaire or you can click Live View and see the client view of the Questionnaire.

3. If applicable, attach it to a Workflow to be sent automatically at the right stage of your process.

By moving your Questionnaires to 17hats, you can streamline your client intake process and keep everything organized in one place! 🎯📋