Core Features
Document Templates
Jump-start your work with professionally designed templates for common business documents
Smart Templates
Our templates include HubSpot integration points, AI prompts, and formatting best practices to help you create professional documents faster.
How to Use Templates
Browse Templates
Click "New Document" and select "From Template" to see all available options
Preview & Select
Preview any template before using it. Click "Use Template" when ready
Customize
Replace placeholder content with your information. Templates are fully editable
Business Templates
Business Proposal
Professional proposal template with sections for executive summary, scope, timeline, and pricing
- • Executive summary
- • Project scope & deliverables
- • Timeline & milestones
- • Pricing tables
- • HubSpot deal integration
Contract Agreement
Legal contract template with standard clauses, terms, and signature blocks
- • Party information blocks
- • Terms and conditions
- • Payment terms
- • Legal clauses
- • Signature fields
Meeting Minutes
Structured meeting notes with attendees, agenda, action items, and follow-ups
- • Meeting details header
- • Attendee list
- • Agenda items
- • Action items table
- • Next steps section
Team Charter
Define team purpose, roles, responsibilities, and working agreements
- • Team mission & vision
- • Roles & responsibilities
- • Communication protocols
- • Decision-making process
- • Success metrics
Sales & Marketing Templates
📊Sales Deck
HubSpot EnhancedCompelling sales presentation with data-driven insights and HubSpot metrics integration
📧Email Campaign Brief
MarketingPlan and document email campaigns with targeting, messaging, and success metrics
Project Management Templates
Project Plan
Comprehensive project planning with timeline, resources, and deliverables
Sprint Retrospective
Agile retrospective format with what went well, improvements, and action items
Product Requirements
PRD template with user stories, acceptance criteria, and technical specs
Creating Custom Templates
Turn Any Document into a Template
- 1
Create Your Document
Design your document with all the sections, formatting, and placeholder content
- 2
Add Template Markers
Use [brackets] for replaceable fields like [Company Name] or [Date]
- 3
Save as Template
Click Document Menu → Save as Template → Choose visibility (personal/team/org)
- 4
Add Metadata
Give your template a name, description, and category for easy discovery
Pro Tip: Include instructions in your template using callout blocks. These help users understand how to properly fill out each section.
Template Variables & Smart Fields
Dynamic Content in Templates
[Date]Date Variables
Auto-fills with current date when template is used
[User.Name]User Variables
Pulls information from the current user's profile
[HubSpot.Contact]HubSpot Variables
Links to HubSpot records when document is created from CRM
[Input:Field]Input Fields
Prompts user for information when using template
Managing Templates
Template Library
Access all templates from the Templates tab in your dashboard
- Filter by category or search
- Star favorites for quick access
- Track template usage analytics
Import/Export
Share templates between organizations or backup your library
- Export templates as .docshubtpl files
- Import from file or URL
- Bulk operations support
🎯 Ready to Create?
Start with a template or create your own. Templates save hours of formatting and ensure consistency across your organization's documents.