Use templates for files and emails
Start proposals, contracts, forms and emails from templates instead of a blank page.
3 min read · Updated October 2026
Step 1: Open Templates
Go to Collab Kit, Templates. Files and Emails show your templates as cards, 4 a row and 12 a page, A to Z. To remove one of your own templates, click the ✕ on its card, then Delete (files you already sent keep working). Search by name under the title.
Step 2: Make a new one
Click New template, or open the Create tab, and pick a starter (like the Designed brand proposal, with a theme of your choice) or a blank template. On Emails, New template opens the email editor.
Step 3: Edit a template
Open one and edit it right on the page: click text to change it, drag blocks to move them, and style the block you pick. Smart fields like {Company name} fill in for each brand.
Step 4: Use it
On a project, pick a template under Files for the brand and click Create, or start an email from a template.