DOCUMENTS

Save your own document templates

Turn any document into your own reusable template, with fields like the customer name that fill in automatically.

Updated October 25, 2026Included with Pro and Business

Open Documents

Steps

  1. Open any document and choose Save as my template. Or open Documents → My templates and choose New template.

  2. Give it a Template name and an optional short description.

  3. Write your text. To add a field that fills in automatically, click in a text box and choose Insert field.

  4. Choose Preview with sample placeholders to check it, then Save template.

  5. Next time, choose New document and pick it under Your templates.