Need a template with fairly standard information fields? There's a good chance we already have one built-out to be pretty close to what you need. If it doesn't quite hit the mark, you can always edit the template to your liking before using.

Can't find ANY of our templates that meet your needs? No problem - just build an entirely new one from scratch!

That's the power of Custom Templates! Check out all our informative-yet-witty articles on the subject:

a. Custom Template Fields Explained
b. Why Create Custom Templates?
c. How to Create a Custom Template
d. Importing Pre-built Custom Templates
e. Company Dashboard - Custom Templates

Hopefully, all these helpful articles taught you what you need to know and got you ready to get started. If not, there's always that neat little talk bubble here on the bottom-right corner. Click that, and one of our team members will be right there to help!


Need some more help? Click here to head back to the knowledge base for some more handy-dandy tips.

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