Product Templates act as your master list, defining every service and item you offer. By pre-configuring your library, you can import items into any Quote or Invoice with a single click—saving you hours of manual data entry and ensuring pricing consistency across every client.
Whether you are billing for time or tangible goods, templates cover the full spectrum of your business:
Professional Services: Flat-fee planning, coordination packages, or RSVP management.
Hourly Rates: Dedicated à la carte hours or consulting blocks.
Physical Goods & Rentals: Hard goods like linens, chargers, furniture, or decor.
Building Your Product Template Library
Follow these four quick steps to populate your service and item catalog:
Step 1: Open Settings Click the Settings (⚙️) in the top right corner of your dashboard.
Step 2: Navigate to Templates Select the Templates tab at the top, then click Product on the left-hand sidebar.
Step 3: Add a New Product Click the + Add New Product button to open the editor.
Step 4: Define Your Details Fill in your product specifics to ensure accurate quoting:
Name & Description: Clear titles and "salesy" details for the client.
Visuals: Upload a high-quality Product Image.
Pricing & Inventory: Set your Amount per item and total Quantities Available.
Success! Your products are now ready to be pulled into any Interactive Quote or Invoice instantly.
💡 Pro-Tip: Supercharge Your Workflow with Templates
Don’t just build products—build Quote and Invoice Templates. By pre-bundling your most popular services into ready-to-send templates, you can stop starting from scratch with every new inquiry.
Automate with Merge Fields: Use dynamic placeholders (like
{{Client_Name}}or{{Event_Date}}) to automatically pull data directly from your lead forms.Bundle Your Best-Sellers: Create pre-packaged combinations of services and rentals so you can send a polished quotes & invoices in seconds.
Scale Your Sales: A well-built template ensures every client gets a consistent, high-end experience without the manual labor.
