Help / Files & templates

Templates and filesTemplates and files

4 min read · Updated October 2026

Files & templates is where you make everything you send: proposals, guides, questionnaires, timelines, contracts and invoices. Uploads keeps every photo and file you’ve added.

1. 1

   Start a template

   Choose New template, pick the kind, then start from a sample or a blank page.

2. 2

   Design it

   Place words, photos, buttons and shapes anywhere on the page. Questions, packages and an invoice block can go in guides and proposals.

3. 3

   Check the phone layout

   Every file gets a phone layout made for you. Change it in the Phone view if you want it to look different.

4. 4

   Send to client

   Choose Send to client, pick the client and their project, and they open it from their portal.

Tip: Preview as client shows the file exactly as your client will see it, with working buttons.