Template Questions
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      How Do I Add Template Questions to My Templates?

      Including Template Questions on your Document Templates allows you to add customizable information to your documents.

      Adding Template Questions to a Document Template

      Note: Template Questions can only be used on Document Templates. They cannot be used on Legacy Estimate, Legacy Invoice, Email, Legacy Material Order, or Work Order Templates, or within the New Sales Experience.

      • Click on your profile icon or initials in the top right corner.
      • Choose Settings from the dropdown menu.
      • Within the Settings menu on the left, open the Templates tab.
      • Add a new Document Template or edit an existing one.
      • Select the Insert Template Field dropdown menu.

      Scroll down to locate the title of your Template Question List. The option will begin with Form:, followed by the name of of the Template Question List.

      Template Questions Template Field


      Choose a question from the options and the selected Template Question response will be plugged into your template.

      Wherever you insert the Template Question field, the answer you enter when creating the document will appear in that spot on your Document Template.