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Templates library
All reusable templates across your workspace. Each manages in its own section.
Questionnaires
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Brand Identity Intake
v3
★ Default
8 active clients
Web Design Discovery
v2
4 active clients
SEO Audit Intake
v1
3 active clients
Report templates
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Standard SEO Report
used for all SEO clients
Brand Project Recap
used for brand clients
Email templates
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Client invitation
transactional
Mockup ready for review
transactional
Report published
transactional
Mockup approval reminder
7d / 3d / 1d before
Subscription failed payment
transactional
… 7 more transactional templates
Document templates
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Letterhead
PDF
Project completion certificate
PDF
Brand handover guide
PDF