How to Save a Document as a Template

How to Save a Document as a Template — FAQ

Where do I find my saved templates?

Saved templates appear in the Templates section on the left sidebar. 

Who can see saved templates?

By default templates are available to all users, however restrictions can be applied to limit access to templates. An Admin controls template visibility and sharing via Users & Roles > Teams > Template Restrictions to expose specific templates to particular teams.

How do I save an existing document as a template?

You can turn any document into a template using the Convert-to-Template option in the document editor or dashboard. Follow the guide for step-by-step instructions.

Can I restrict which teams or users can use a template?

Yes. Template visibility and sharing are managed by an Admin using Users & Roles > Teams > Template Restrictions. Use these settings to limit a template to specific teams or broaden access across your organisation.

How do templates improve my document workflow?

Saving documents as templates saves time, enforces consistent wording and branding, and reduces repetitive work by reusing prebuilt structures, pricing tables, and layouts across future documents.

Are there industry-specific templates or examples I can use?

QuoteCloud supports solutions and templates tailored to many industries. See the public document template library on the QuoteCloud website, or when you create a new document, public templates shown in the create document wizard.

Where can I learn more or get help with templates?

For more details, walkthroughs, and demos, consult the QuoteCloud product and document generation pages or request a demo through the QuoteCloud site. Click here to book a time with a support team member.