Adding a new SalesDoc template allows you to standardize pricing, branding, customer actions, and workflow settings across your team. Once created, templates help you build consistent SalesDocs faster and reduce the need to repeatedly configure the same settings.

From your SalesBoard, click Add New and select Manage SalesDoc Templates.

This opens the template management area where all SalesDoc templates are stored and maintained.

Before creating a new template, review your existing templates.

From here you can:

Duplicating an existing template is often the quickest way to create a new workflow while retaining settings you already use.

Click the blue Create Template button on the left side of the toolbox.

This creates a new blank template that can be configured specifically for your workflow.

You will now enter the template settings toolbox.

This article focuses on the basic template setup process. Additional settings such as pricing, customer actions, branding, payments, and document layout are covered in the related help articles linked throughout this section.

Give your template a clear and descriptive name.

Examples include:

Using meaningful template names makes it easier for your team to select the correct workflow when creating new SalesDocs. Learn more about template naming here.

Work through the available settings and configure the template to suit your preferred workflow.

Common settings include pricing behavior, payment options, document content, customer actions, branding, and workflow preferences.

Once your configuration is complete, click Save Template in the bottom-left corner and select As a New Template.

This creates a new template without affecting any existing templates in your account.

Review the template name and document type, then click Save Template to complete the process.

Your new template will now be available whenever you create a new SalesDoc, helping your team work faster and maintain a consistent customer experience.