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← All featuresDOCUMENT BUILDER

Build reusable document templates.

A master is your reusable starting document. Keep the parts that stay the same, connect the details that change, and stop editing a separate copy for every client.

Open the practical guide
Your reusable starting point
YOUR REUSABLE MASTER

Good things
start here.

Prepared for {{ Client name }}

Ongoing supportInclude when monthly care is chosen
YOUR WORDING. YOUR RULES.
One master. So much possibility.
A WORKED EXAMPLE

A proposal, broken into reusable parts.

Start with a proposal you already send. Each part has a different job in the master.

01

Company introduction

Shared text

Write it once. Include it in every proposal.

02

Client name

Connected answer

Use the same answer wherever the name appears.

03

Monthly support

Optional section

Include it only for clients choosing ongoing support.

04

Project fee

Answer or calculation

Use the agreed value or a calculation you have configured.

Illustrative setup. You supply your own wording, questions and rules.

PUT IT INTO PRACTICE

Set up your master template.

Open a step for the details, or follow the full guide alongside your builder.

Follow the full guide
01Bring your wording

Start blank, use an example, or import Word, PDF or plain text. An import extracts content as a starting point; review the reading order and rebuild the layout.

02Give it a clear structure

Add headings, paragraphs, images and numbered clauses. Use pages and a cover to organise longer documents.

03Connect changing details

Add questions for details such as the client name. Insert an Answer element wherever you want that value to appear.

04Save, preview and refine

Save a revision, enter test answers and review the output. Check page breaks, numbering and missing details before using the master for real requests.

READY FOR A REAL REQUEST?

Check the result
your client will see.

  • Replace sample names and placeholder wording.
  • Use one answer source for a repeated detail.
  • Check long names and paragraphs that span pages.
  • Save the master before preparing a request.
A FEW USEFUL DETAILS

Common questions.

Will an import look exactly like my original?

Treat imports as a wording starting point. Review extracted text and rebuild the layout. Scanned PDFs may need OCR in another tool before their text can be imported.

Can I change a master later?

Yes. Save a new revision for future requests. Existing submissions keep the revision and answers used to create them.

Should I create a different master for every service?

Use one master when most wording is shared and the differences can be expressed as rules. A separate master can be easier to maintain for an entirely different document purpose.

PLANT THE FIRST SEED

Put your own wording to work.

Start with a document you already use.

Create your free workspace No card needed. A little room to get growing.