You can define your own structure, language, and sections — so every document reflects your business standards.
When combined with Presets and Catalogs, Templates ensure your output is:
Professionally formatted
Consistent across jobs
Branded to your company
Faster to produce
Easier for clients to understand
What Templates Control
Templates define the structure and layout of:
Proposals
Documents (Scopes of Work, Work Orders, Daily Logs)
Change Orders
They do not control pricing rules — that’s handled by Presets and Catalogs.
Templates control how the information is presented.
Proposal Templates
Proposal Templates let you standardize what your clients see before they sign.
You can define:
Introduction or cover message
Scope formatting style
Payment terms
Financing sections
Signature requirements
Terms & Conditions
Section order and layout
This ensures every proposal:
Follows your closing strategy
Includes required legal language
Reinforces your professionalism
Prevents missed sections
Example Use Cases
You might create separate templates for:
Small service jobs
Full remodel projects
Insurance restoration work
Commercial vs residential clients
Financing-required jobs
You can choose which template to use when sending a proposal.
Document Templates
Document Templates help standardize internal and client-facing documents such as:
Scope of Work
Work Orders
Subcontractor Instructions
Daily Logs
Selection Sheets
Instead of rewriting structure every time, your team can generate documents that:
Follow the same format
Include required headers
Use consistent terminology
Maintain clean organization
This is especially helpful for teams with multiple estimators or project managers.
Change Order Templates
Change Orders are critical for protecting margin and maintaining clarity.
Templates allow you to:
Clearly show original scope
Outline added or removed items
Display pricing impact
Include approval language
Reinforce payment terms
This reduces confusion and protects you in case of disputes.
Client Message & Terms Templates (Proposal Presets)
You can also configure preset sections inside proposals such as:
Default client messages
Terms & Conditions
Once saved:
They automatically appear when you convert an estimate to a proposal
They are included during Preview & Send
This ensures consistent client communication.
How to Create a Template
You can create templates in two ways:
Option 1: Build Manually
Go to Settings
Navigate to Templates
Create a new template
Add your preferred structure and language
Save it as a reusable template
Option 2: Generate with AI
Ask the AI to draft a proposal or document structure
Edit it to match your preferences
Save it as a template
Once saved, it can be reused across projects.
Using Multiple Templates
You are not limited to one template per object.
You can:
Set a default template
Keep multiple options
Select the appropriate template per project
This gives you flexibility while maintaining consistency.
Best Practices
Keep your proposal introduction concise and benefit-focused
Review templates quarterly
Separate templates by project type
Avoid overcomplicating structure — clarity wins
How Templates Work with Presets & Catalogs
Templates control:
Formatting
Structure
Messaging
Presets control:
Business rules
Markups
AI behaviors
Catalogs control:
Pricing data
Together, they allow you to train Handoff to operate like your business.
Plan Availability
Templates are fully available on Pro plans. If you are want to upgrade please contact your Product Specialist.
If you are unsure which features are included in your plan, contact support.
Need Help?
If you need help creating or optimizing templates reach out to [email protected]