Documents and Emails can be created on an individual project basis, or as a template to be re-used at a later time.
We recommend creating your regularly used email and documents as a template first as they are the backbone of automating your business.
Templates are the clean base copy of any document and email. You can re-use them for any contact or in a workflow to save you time and streamline your process.
Easily access and create Templates in the Documents & Emails template page. Easily access this page by clicking the document icon located at the top right of your screen:
Once on the Documents & Emails template page, you can create templates for Emails, Quotes, Contracts, Invoices, and Questionnaires.
To create your template, click on the "new template" button and select the type of document you'd like to create.
You can filter your completed templates by clicking the "filter" button next to the "New Template" button. Then, choose which type of document you want to view.
You can also purchase/download templates using our Template Marketplace. Find out more about this here.
Want to learn more about creating specific Document & Emails? Click the buttons below
Other questions? Reach out to our Business Support Team via Live Chat or Email Monday through Friday 7am-4pm PST.