Templates

Start from the shape of your business.

Production work, sales pipelines, partner management, event operations. Pick a common business shape and start with the pages and tables already in place.

Templates are fully available on the Free plan.

Inside

Tables and columns, ready from the start.

For event operations, the vendor table already has columns for contact, spot, status and fee, and status is one of "Applied, Confirmed, Terms agreed, Paid". Just add your vendors.

Start

Pick a place and hit “Create”.

Choose which page to put it under, and the pages and tables inside are created together. After that they're ordinary pages: add columns or blocks to make them your own.

Save

Reuse what worked.

Save a page you built, structure and all, as a template. Start your next event or business unit from the same shape right away.

What you can do

What you can do with templates

  • Find by use

    Choose from sales and deals, partners and outsourcing, billing and money, events, and business units.

  • Look inside first

    See which pages and tables you'll get before you use it.

  • Project setups

    Web production, social media, photo shoots, monthly maintenance. Some come with tasks and draft invoices.

  • Your own templates

    Save a page structure you use often and start from it next time.

  • Document designs

    Pick how your quotes, invoices and receipts look from templates too.

  • Per business unit

    Start a new business unit from a setup with team, deals and tasks.

Start by picking the shape of your business.

Templates are fully available on the Free plan.