Template Library

What is the Template Library?

The Template Library is a repository for pre-built Templates, both user-created and stock Templates provided by default.

Create your own templates for  Proposals, ContractsMarketing Campaigns, and Portal Pages and share them with the community! Additional types of Templates will be added in the future.

TIP: The Super Admin and Admin(s) can access the Template Library. However, only the Super Admin can configure the related settings in Platform Branding.


How do I enable the Template Library?

In order to use this feature, you'll first need to enable it your Platform Branding settings.

Navigate to Flyout Menu > Platform Branding.

In the Template Library section, you'll see a toggle switch to Enable/Show the Template Library. Switch this setting to ON to gain access.

You'll also be able to limit the visibility of the features associated with the Community Library.

Filters & other References: This will hide all references to "Stock" and "Community".

"Contributed By": This will hide all avatars and usernames of contributing users.

# of times used: This will hide the counter that displays how many times the Template has been downloaded.

"Contribute Template": This will hide the option to "Contribute Template" in the Option dropdown menu for Proposal, Contract, and Marketing Campaign Templates.


Where do I find the Template Library?

Once enabled, you will see the Template Library menu item in your Flyout Menu.

You'll be directed to the Template Library, which displays the Templates in a tile format. The Templates are color-coded by type, and display the title along with relevant Category tags.

TIP: Some features, such as user names/avatars and references to "community", can be disabled in your Platform Branding settings. Please refer to the previous section for details.

You can choose to view all available Templates, or choose between Stock and Community.

Stock Templates are "default" Templates provided by us. They're a great way to get you started.

Community Templates have been contributed by other users and have been approved by us.

Use the dropdown menu fields on the top right-hand corner of the screen to filter by type (Proposal, Contract, or Marketing Email) or Category Tags, or to order the Templates by Most popular or most recently uploaded.

For Templates contributed by the Community, the user's name and avatar will be displayed. The number of times the Template has been downloaded is also shown, which determines the popularity of the Template.

If the user chooses to hide their identity, a blank avatar will be shown with the name "Anonymous".


How do I download a Template?

Click on a Template to preview it.

The panel to the left provides the Template title, description, Category tags, as well as the contributing user if applicable.

To add the Template to your account, click the Add Template button. This will automatically add the Template to its respective section (Proposal Templates, Campaign Templates, or Marketing Campaign Templates).

To add the Template and begin editing immediately, click Use this template now.


How do I contribute a Template?

While in each applicable section of the platform, you'll be able to click the Options menu button for a Template and select Contribute Template.

A modal will appear in which you are required to choose a Title and at least one Category. 

Title: The Title you already have for your Proposal Template will auto-populate into this field, but you can rename it for the contribution.

Description: You can optionally include a description of the Template, such as a use-case.

Category: Select at least one Category to label your Template. This will show up as a filterable tag.

Cover Image: You can include an image with your submission that will be displayed in the tile view of the Template Library.

Show creator name: Share your username and current avatar with your submission. If not enabled, the contribution will show as "Anonymous".

Proposal Templates

For Proposal Templates, navigate to Billing > Proposals.

Hover your cursor over the Proposals dropdown menu in the top navigation menu bar, and select Full Templates.

CLICK HERE to learn about Proposal Templates

Contract Templates

For Contract Templates, navigate to Billing > Contracts.

Click Templates in the top navigation menu bar.

CLICK HERE to learn about Contract Templates

Marketing Campaign Templates

For Marketing Campaign Templates, navigate to Marketing > Templates.

CLICK HERE to learn about Marketing Campaign Templates

Portal Page Templates

For Portal Page Templates, navigate to Pages > Portal Pages > Manage Templates,

CLICK HERE to learn about Portal Page Templates

IMPORTANT: When creating a Dynamic content of blocks as Custom Fields, Portal Pages, Appointment Types Circles access, iFrame and Embed blocks will be removed from the Template and will be not be part of the Template in the Library.


What happens after I contribute a Template?

When a Template is submitted as a contribution, it will undergo an approval process. During this process, you will see Contribution Pending in the Options menu button (this cannot be clicked).

IMPORTANT: Any Template that contains material deemed inappropriate for the community will be rejected. This includes offensive content as well as copyrighted materials.

If you have included a Cover Image along with your submission, a respective color-coded border will be applied to it.

Once approved, your Template will appear in the Template Library for anyone to use!

For an already contributed Template, you'll see a new selection in your Options menu button, Update Contribution.

You can select this option to resubmit the Template for approval if you have made any changes. It will then undergo an approval process, just like a new submission.

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