Hoops

Learn how templates work in Hoops and how to create different workflows, pricing setups, branding, and payment experiences for SalesDocs, SalesPresentations, and SalesStores.

Understanding Templates

Learn how to create a new SalesDoc template to standardize pricing, branding, customer actions, and workflow settings. Save time, improve consistency, and make it faster to create new SalesDocs.

Create a New SalesDoc Template

Learn how to create, edit, duplicate, and manage templates for SalesDocs, SalesPresentations, and SalesStores. Standardize pricing, branding, workflows, and customer experiences while saving time across your team.

Create and Manage Document Templates

Set up and save a sales document template with details.

Understanding Template Names, Document Types & Descriptions

Explore real-world template ideas for SalesDocs, SalesPresentations, and SalesStores. Learn how different template settings can create completely different customer experiences, workflows, branding, and payment flows.

Template Use Cases & Ideas

Learn how template updates work in Hoops and why editing a template only affects newly created SalesDocs, SalesPresentations, and SalesStores.

Editing Templates Does Not Update Existing Documents

Create and manage reusable SalesDoc templates to standardize your processes and save significant ime.

SalesDoc Templates

Create a custom design with text, images, and links

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