In this article, you'll learn how to duplicate a document template. A copy starts with the layout, wording and settings of a template you've already built, so you only change what's different instead of starting from a blank page.

To open your document templates:

At the bottom of the menu, click the Settings gear.
Under General, click Documents.

This opens Document templates. Invoice, Estimate, Work Order and Payment Receipt are always on the list, and any custom documents you've made show up after them.

Note: You need an admin login to duplicate, rename or delete templates. Anyone can view the list.

Duplicate a template from the designer

On the Document templates list, click the name of the template you want to copy. It opens in the template designer.
In the bar at the top, click Duplicate.

The copy is made right away and opens in the designer, ready for you to work on.

Tip: Duplicate copies the last saved version of the template. If you've made changes in the designer, click Save before you click Duplicate, or those changes won't be in the copy. Your browser may also ask whether you want to leave the page.

Opening a template and finding Duplicate

Duplicate a template from the list

You don't have to open the template first.

On the Document templates list, click the three-dot More button at the end of the template's row.
Click Duplicate.

You stay on the list, and the copy appears at the bottom of it.

Duplicating from the template list

What you get

The copy has the original's name with (Copy) on the end, like Estimate (Copy). On the list it also shows (Custom) after the name, and its Type column says Custom.
It has the same rows, text, tables, images and signature box as the original, plus the same document settings (the email subject, the message and what the client can see).
A copy is always a custom document, even when you copy one of the four standard templates.

Note: A copy of the Invoice, Estimate or Payment Receipt template doesn't replace the original. When you send an invoice, estimate or receipt, the CRM always uses the standard template. To change what customers get on those, edit the standard template itself.

Rename the copy

Open the copy in the designer.
Type the new name in the Document name box at the top left.
Click Save.

The four standard templates show their name as a fixed title and can't be renamed. Any copy can be. If you save with the name box empty, the copy is called Untitled.

Tip: Rename the copy before you do anything else. A list full of "(Copy)" names gets confusing fast.

Delete a copy you don't need

In the designer, click Delete template, then click Yes when it asks Are you sure?. You'll go back to the list.
Or, on the list, click the three-dot More button on the row, click Delete, then click Delete again in the Delete document box to confirm.

Only custom documents can be deleted. The four standard templates can't, so their rows and designer bars have no delete button.

On the phone app

In the app, open the menu, tap the Settings gear at the bottom, then under General tap Documents. Each template row has Preview and Duplicate links, and the copy shows up at the bottom of the list. Custom documents also have a Delete link, which asks you to confirm.

The app can't rename or edit templates, because the designer needs a bigger screen. To rename or change the copy, use the web on a desktop, or tap Document designer (web) in the same General group to open the designer in your browser.

Duplicating document templates