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. These changes will be automatically saved in your report.