Document templates are the branded, letterheaded foundation the platform uses to render proposals, contracts and letters.
Before you start
- Choose the company you are working in.
- Decide the template type: proposal, contract or letter.
- Have your branding to hand — an accent colour, and any header or footer text for the letterhead.
- Plan the sections your template needs and whether each should be AI-draftable.
Steps
- Open the Documents templates area and choose to create a template.
- Set the Type (required): proposal, contract or letter.
- Enter a Name (required, up to 160 characters).
- Optionally mark the template as the Default for its type. Setting a new default clears the previous one.
- Optionally configure the Letterhead:
- Use logo — on or off.
- Accent colour — a six-digit hex colour such as
#1A2B3C. - Header text and Footer text — up to 300 characters each.
- Add up to 30 sections. For each section set a Title (required, up to 160 characters), and optionally a Key (up to 60 characters), a Body (up to 20,000 characters) and whether it is AI-draftable.
- Optionally add Terms (up to 20,000 characters).
- Save the template.
[screenshot: Template editor with type, letterhead, sections and terms]
Templates can be previewed as a PDF rendered with sample data and any merge tokens, edited and archived.
Result
A named, branded template is available for its type. If you marked it default, it becomes the one used automatically, and it is ready to back the proposals, contracts and letters the platform renders.