Templates allow you to standardize workflows, pricing, branding, and customer experiences across your SalesDocs, SalesPresentations, and SalesStores.
This guide explains how to create, edit, duplicate, and manage your templates.
Step 1: Open Template Management
From your SalesBoard, click Add New.
At the bottom of the menu, select:
Manage SalesDoc Templates
Manage SalesPresentation Templates
Manage SalesStore Templates
Step 2: Create, Edit, Duplicate, or Delete Templates
From the template manager, you can:
Create a new template
Edit an existing template
Duplicate templates to save time
Delete templates you no longer use
Duplicating templates is often the fastest way to create variations for different workflows or customer types.
Step 3: Configure Template Settings
When creating or editing a template, you’ll enter the General Settings Toolbox.
This toolbox contains all configurable settings for the selected document type.
Examples include:
You can expand or collapse sections as needed while configuring your template.
Step 4: Save Your Template
Once your settings are complete, click Save Template.
You can:
Update the current template (this option will only show if you are editing an existing template)
Or save as a brand-new template
Step 5: Use Your Templates
When creating a new SalesDoc, SalesPresentation, or SalesStore, click Add New to view all available templates.
Templates are grouped by document type for quick access.
Pro Tip
Most Hoops users create many templates for different workflows.
For example:
Quote – Pay Online
Quote – Bank Transfer
Quote – 30 Day Terms
Minimal Presentation
Promotional Presentation
Starting from the right template is often much faster than manually changing settings on each document.