Editable templates

Create and edit reusable content

Open Templates from Settings, Finance or Outreach. Search by name and filter type or Active/Archived status. Create a named invoice, expense, email, SMS, AI voice or WhatsApp template. Save, reopen and edit it as needed. Owners, administrators and members can edit; viewers can inspect. Each save checks the current version. On a stale-edit error, your input remains visible; explicitly discard and reload to see the latest saved version.

Archive and save to hide a template from draft pickers. Uncheck Archive and save to restore it. There is no permanent-delete operation. The current library supports100 templates and2 MB per workspace. Templates are private to the selected company. Do not put provider credentials or customer lists into reusable content.

Apply a template to a draft

Create or open a Draft invoice or expense, or an outreach campaign/sequence draft. Choose a saved template and press Apply template. It replaces only its content/default fields; review and save the draft. Outreach retains its wait, connected account and audience. Library changes do not update existing copies, issued invoices or launched campaign steps. Finance workflow templates already open as editable drafts in the shared automation builder.

Customize invoice documents

Invoice templates control the document heading, customer/payment/notes labels, payment instructions, default notes, footer and divider color. The supplied logo and accurate status, invoice number, dates, amounts and financial labels remain in the PDF. Blank payment instructions use your issuer profile. Default notes are copied when you apply the template. Preview sample PDF uses a fictional customer and line item and does not create or issue an invoice. Actual saved PDFs use the validated document design stored with the invoice; issuing locks its details.

Customize messages with provider boundaries

Email templates contain subject and plain-text body, with CRM expressions such as {{record.data.name}}. Preview substitutes Sample customer for that example expression; other expressions remain visible and are resolved by the normal sending flow. Unsubscribe content is added automatically at send time. SMS templates contain message text or up to40 named text variables, mapped by the provider connection.

WhatsApp templates save an approved Meta template reference, language and editable body parameters. Change the source wording and obtain approval through Meta; DryKraft verifies availability and matching parameters before launch. AI voice templates save assistant and dialer IDs. Edit the script and voice in QCall; IDs are validated for the selected connection before launch. Saving, previewing or applying a template never sends or calls.