Templates allow you to create different starting points for your:

Instead of configuring settings manually every time, you can save your preferred setup once and reuse it whenever needed.

Different customers and jobs often require different workflows, pricing structures, branding, or payment settings.

Templates allow you to quickly choose the right setup for the situation.

For example:

Both may still simply be called:

But behind the scenes, they behave completely differently.

Almost every configurable setting in Hoops can be saved into a template.

This includes things like:

You might create:

Each template can have:

You might create:

Each template can contain different:

You might create:

Each with different branding, payment behavior, and customer experience settings.

Without templates, your team would need to manually:

every time a new document is created.

Templates eliminate this repetition and help keep your documents consistent across your business.

Templates are not just about speed—they also help standardize how your business operates.

This helps ensure:

Even when using a template, all settings can still be overridden on an individual document.

Templates simply provide the starting point.

This gives you the flexibility to:

Most successful Hoops users create many templates.

Even if multiple templates are all called “Quote” internally, each one is designed for a different workflow, customer type, or sales process.

The goal is not to have one perfect template—the goal is to have the right template ready for each situation.

Check out this doc for some use cases and template ideas.