Overview
Your proposals, contracts and invoices do not have to look like everyone else's. The template editor lets you design the page itself: where things sit, how big they are, which typeface carries your name.
You will find it in Base Setup, under Templates.
What you start with
Your account starts with a small library instead of a blank page. There are five families, Origin, Studio, Ink, Editorial and Atelier, and each one comes in three types: proposal, contract and invoice. They are complete, sendable documents from the first day, so you can use them exactly as they are and change your mind later.
One template per type is your default. That is the one a new document is born with. You can change which one is the default at any time, and the change only affects documents created from then on.
Making one your own
Open any template and edit it directly, or duplicate one first if you would rather keep the original untouched.
A template you never edit stays in sync with ours: when we improve a family, your untouched copy improves with it. The moment you save your own changes it becomes yours, and we stop touching it.
How the page works
The page is a grid. You drop blocks onto it, a title, a paragraph, the client's details, the list of what you are delivering, the totals, your signature, and you move or resize them by dragging.
Two things are worth knowing early.
A block has a fixed height, and content that does not fit is cut, not pushed. If your scope has twelve items and the block was sized for eight, the last four will not appear. The editor warns you when it can tell, but the safe habit is to give generous room to the blocks that grow: scope, deliverables, clauses.
Colour is a property of the page, not a block. A full-bleed cover or a band across the top lives in the page background, under everything else. Switch to background mode to paint it, and the text above it flips to a lighter ink automatically when the background is dark.
Fields that fill themselves
A merge field is a placeholder that gets replaced with real data when the document is created: the client's name, the project title, the total. That is how one template serves every client.
Add them from the field picker rather than typing them by hand. The picker only offers fields that always resolve, because a field that comes back empty would print as a placeholder on the page and block the document from being sent.
Publishing
A template is a draft until you publish it. Only published templates can be used for a new document, which means you can redesign one over several sittings without anyone receiving a half-finished page.
Choosing a template for a document
When you create a document you pick which template it uses. While the document is still a draft you can switch templates, and the page changes shape immediately.
Once a document is sent or signed, its shape is frozen. Editing the template afterwards never changes a document that is already with your client: what they received is what stays. Read Create your first Document.
Which plan you need
Using templates is part of every plan. The five families are yours, and documents get created from them whatever you are paying.
Designing them, creating, editing, renaming and setting a default, is part of Plus.
What it does not do yet
Text does not disappear when a field is empty. A sentence built around a field you did not fill will still print the rest of the sentence.
Typed text stays in one language. Merge fields and labels follow the document's language; a heading you type yourself is shown exactly as typed.
Selectable packages, good, better and best on a proposal, are not here yet.
Uploading a finished PDF as a template is not supported. Templates are designed here, not imported.
If something looks wrong
Send us the document through the chat and we will look at it. The most common surprise is content being cut off, and it is almost always a block that needs more height.