How to Create a Template

A Template is a reusable framework. The Terms are the shared commitments you will reuse. Roles identify who will later take on those commitments. Details are the unique facts—names, dates, amounts, addresses, milestones—that make a Proposal yours. Keep Terms stable, assign Roles clearly, and add Details only where facts belong.

Before you start

• Sign in

See also

• Send a proposal

Steps

1. Open Templates — From the top header, go to the Templates page.
2. Create a template — Click New template to start a new template.
3. Enter the title — Type the title for your Template.
4. Define roles — In Roles, click Manage, then Add role. Enter a label (for example, Employer) and an optional description (for example, the company doing the hiring). Repeat for each Role you need.
5. Add Details — In Details just below, click Add detail. Create fields for unique facts (for example, Delivery Date, Fee, Address). Do not embed facts inside Terms; keep them here for clarity and easy updates.
6. Write the Terms — Draft the shared Terms. Use Role names instead of specific people or company names. Reference Details by name (for example, “on the Delivery Date”).
7. Changes auto-save — Your Template saves automatically as you edit; no save button is required.