Templates 4: Reviewing your terms templates (10 mins)

Ensure your terms templates are ready to be used for client proposals.

Tom Maxwell avatar
Written by Tom Maxwell
Updated over a week ago

With your terms templates in Ignition, the next step is to review so you're confident of the contents.

Please bear in mind: these are intended to be a single template, customized per client with the placeholders, and as such when reviewing we'd strongly recommend doing so with a mindset of standardization.

Firstly, ensure you understand what placeholders do, and which are available.

Placeholders act as merge fields, completely automating your terms template with all the important information you need to include. No need to find and replace! Click here to learn more.

Click Placeholders and select the placeholder you wish to use to insert it. You can also select the placeholder, and copy and paste this if you need to use it multiple times.

Secondly, give a little thought to formatting. Ignition supports basic formatting to provide some customization to your templates.

Done! Now one final step before everything is ready to start sending proposals from Ignition.

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