Template Questions

What Are Template Questions?

Template Questions allow you to include additional details in your Document Templates.

Through the use of Template Questions, you can add questions to answer when using a Document Template to create a document under a Contact or Job. If the Document Template includes a Template Question field, you will be able to plug the answer into the document.

Template Questions Create Document


Once you create a Template, you can add the form Q&As to a Document Template through the use of Template Fields; wherever you plug the Template Field is where the answer to your Template Question will be included.

Ready to enable this feature? Find out how in this article.