Overview
Document templates are reusable documents attached to proposals. Cloudclerk supports three types: Cover Letter, Engagement Letter, and Terms & Conditions. Templates support merge fields and use the organisation's letterhead by default.
Creating a Template
- 1Open Settings → Document Templates
- 2Click Add Template
- 3Enter the template Name and select a Type
- 4Write the template content in the rich text editor, using merge fields to personalise the output
- 5Optionally enable Set as default template to use this template automatically in new proposals of the same type
- 6Click Create Template
Managing Templates
The templates table shows the name, type, and last updated date for each template. Use the toolbar to search by name or filter by type.
From the actions menu on any row, you can:
- Edit — reopen the template in the editor
- Delete — permanently remove the template (requires confirmation)
You can also select multiple templates with the checkboxes and delete them in bulk.
Templates use your organisation's default letterhead (header and footer). You can set this up in Organisation Settings.
What's Next?
- Email Templates — create reusable email content with merge fields
- Request Templates — define standard document request items