--- title: Introduction Templates description: Introduction page templates can be created through the Account Settings or saved from a report. This video will walk you through how to save a template from within a report and apply one to a report. --- [Skip to content](https://support.sumoquote.com/introduction-templates#main-content) English Show submenu for translations [More support](https://support.sumoquote.com/kb-tickets/new?hsLang=en) ![SumoQuote-1024x511.png\]](https://support.sumoquote.com/hs-fs/hubfs/Partner%20Logos/SumoQuote-1024x511.png?height=50&name=SumoQuote-1024x511.png) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://support.sumoquote.com/kb-tickets/new) - Go to www.sumoquote.com Go to www.sumoquote.com How can we help you? - There are no suggestions because the search field is empty. 1. [SumoQuote Help Center](https://support.sumoquote.com/?hsLang=en) 2. [Templates](https://support.sumoquote.com/templates?hsLang=en) # Introduction Templates ## Introduction page templates can be created through the Account Settings or saved from a report. This video will walk you through how to save a template from within a report and apply one to a report. ### Create a Template within a Report 1. Open any project and open a report for editing. 2. Navigate to the **Introduction** page. 3. Begin typing your content into the text box. Format your text and include tokens to customize your introduction for your customer and salesperson. 4. Click **Save as template** at the bottom of your page and give your template a name. Choose if you want to share this template with your whole team and then click **Save**. ### Apply a Template to a Report 1. Open any project and open a report for editing. 2. Navigate to the **Introduction** page. 3. Click on **view templates**. 4. Find the template you wish to use from either **My Templates** or **Shared Templates** and click on the **green checkmark** to apply that template. 5. Make any final adjustments to customize the information for your customer. 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