Design your templates on the page
Edit proposals, contracts and forms right on the page, the way brands will see them.
3 min read · Updated October 2026
Step 1: Open a template
Go to Collab Kit, Templates, Files and open one. The page shows exactly what the brand sees.
Step 2: Click to edit
Click any heading, text, list, button or question and type right on the page. Contracts edit the same way, like a document, with headings, bold and lists. Smart fields from the panel on the right drop in where your cursor is. Fill in fields named after something the project knows (a name, phone, website, social handles, campaign name or dates) start out filled from the project, and the brand can change them.
Step 3: Format words and add links
In a text block, a toolbar shows above it: bold, italic, underline, font, text color, highlight, bulleted and numbered lists, and quotes. To turn words into a link, select them and click Link, then paste a website, email or phone number. Click a link and Link again to change or remove it. Links open in a new tab for the brand.
Step 4: Add a video or a linked image
Add a Video block and paste a YouTube, Vimeo or Loom link so it plays right on the page. Image blocks can have a link too, so tapping the picture opens your media kit or site.
Step 5: Pick a theme
Click Theme at the top to restyle the whole template in one tap: fonts, colors, buttons, cards and headings. Pick from Classic, Magazine Collage, Forest Film, Bordeaux Scrapbook, Retro Pitch, Sage Serene, Luxe Beauty, Groovy Wave, Pastel Boutique, Lime Pop, Burgundy Velvet, Wine Bar, Olive Grove, Olive Market, Nude Minimal, Neutral Luxe, Mocha Latte, Gallery Mono, Coastal Blue and Terracotta Sun, or a holiday look: Thanksgiving Harvest, Christmas Cheer, New Year Sparkle or Valentine Sweetheart. Your words never change, and files you send from it keep the look. Each theme matches the Link in Bio theme of the same name.
Step 6: Add designed sections
In the block picker, Designed sections adds a finished section you just retype: Cover, About me, Stats, Brands, Testimonial and How it works. Add your photos and numbers in the settings on the right. Stats fill in on their own from your social connections: tiles with {Instagram followers}, {TikTok followers} or {Engagement rate} show your live numbers, and + Add a live number adds more (YouTube, Facebook, Threads, Pinterest or Total followers).
Step 7: See it on a phone
Most brands open files on their phone. Click Phone at the top to build and preview the page at phone size, then Desktop to switch back.
Step 8: Start an empty page fast
On a new, empty page pick a layout to start from: Designed proposal, Intro, Packages, Questions, Invoice and pay, or Thank you. Change anything after. In Templates, the Designed brand proposal starter lets you pick its theme before you begin.
Step 9: Style a block
Click a block and a small toolbar shows on its corner: move up, move down, duplicate, settings and delete. Hover any button to see what it does. Settings opens on the right: alignment, text size, bold and italic, text color, a background color, and size for images.
Step 10: Put things side by side
Pick a block and choose New column beside, up to 3 across, like packages next to each other. Use Same column as above to stack a heading, text and button in one column. On phones the columns stack.
Step 11: Move and add
Drag the handle next to a block to move it. Hover between blocks and click + to add one right there: the block picker opens in that spot with every block grouped (Text, Media, Brand picks and answers, Sign and pay, Buttons and booking). Rename a page right at the top of the page.
Step 12: Your changes save on their own
The editor saves a moment after you stop typing. The top shows All changes saved when it's done. Click Preview to walk through it like a brand.