Record templates

Every record you create starts from a template — Proposal, Change Order, Invoice, Purchase Order, Lien Waiver, Bid Request, and any you add yourself. Templates live under one of the five fixed record types, and the type is what matters to your numbers: each type feeds a fixed set of budget columns, and templates only change the document — its name, boilerplate, accent color, and (where the type allows it) body shape.

Record type	What it feeds on the budget
Bid Request	The Bid Requests column — vendors price your scope
Client Agreement	Approved Price
Client Finance	Invoiced and Collected
Vendor Agreement	Committed Costs
Vendor Finance	Actual Costs

Open Templates

From the sidebar, click Organization.
Open the Templates tab.
Each record type appears as its own group with a short description of what it feeds and its templates listed beneath. The four types that take custom templates — Client Agreement, Client Finance, Vendor Agreement, Vendor Finance — each show a Template button.
Bid Request has no Template button. It's a single-purpose type with one fixed template, so there's nothing to add.

Don’t see this?

If the Templates tab is missing, ask your organization owner to grant access to record templates. Viewing templates and editing them are separate permissions — without the edit permission, the rows are read-only and no Template button appears.

Create a template

Templates open in the same document editor your records use, so you build the template by editing the page itself — what you see is what your recipients get.

Find the record type you want the template under and click its Template button. The document opens full-screen: the page on the left, the template's settings on the right.
Name it by typing straight into the heading at the top of the document (for example, "AIA Pay App" or "Lien Waiver"). That heading is the name.
Type your default intro message into the document body, and your default closing notes into the footer. Both prefill on every new record made from this template.
In the right panel, pick the Document body and watch the page change: Items table (you list items with prices and quantities), Recipient prices items (you list the scope, they fill in prices), Attachment + text (one attachment plus your text), or Signature only — which removes the items table from the page entirely.
Optionally pick an Accent color. It colors the document's accent bar and heading, and badges this template's records in lists and pickers.
Click Create Template.

The Record type shown in the right panel is fixed — it sets the budget columns and the side-panel actions (sign, pay, tax) on the real record. Templates customize the document within it.

Note

The letterhead, sample line items, and totals on the page are placeholders. A template has no project, contact, or budget of its own — real records fill those in. The template saves the name, accent color, body shape, and your intro and footer text.

Note

Bid Requests don't take custom templates. The Bid Request type has exactly one template and always uses the vendor-prices-the-items body, so every vendor's quote comes back comparable.

Customize a preset

Click Edit on a preset template.
You can rename it, pick an accent color, and edit its intro and closing text on the page — the body shape on presets is locked. To change the body, Duplicate the template instead and edit the copy.
Click Save Changes. New records from that template pick up your defaults.

Duplicate or archive

Use Duplicate to fork a template under a new name when you want a variant — you're prompted for the new name. This works on the four types that take custom templates; duplicating the Bid Request template is refused, since that type allows only its one built-in template.
Archive a template you no longer use — it moves to the Archived tab and stops appearing in the Create Record picker. Restore it anytime.

Where templates show up

When you click Create Record and pick a template, its name becomes the document heading, its accent color marks the record in lists, and its default intro and closing text prefill into the new record — so you start from your boilerplate instead of a blank page.