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Template Management & Customization
Template Management & Customization

Learn how to manage and customize your templates

Updated over a week ago

What's Changing

Transform Admins can now view and manage all their templates at

How it Works

By clicking into any of these templates, Transform admins can rename templates, make them active or inactive (meaning do they show up in the estimation flow for sales reps or not), view which trade the template is associated with, and see all the line associated with that template.

Transform Admins can click “Create template Group” and add line items into that group.

The template groups will then appear for any proposal created for that template.

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