Why to use Document Templates?
When you love processes and perfections. No errors. Create templates.
You want to avoid silly mistakes of copy pasting, using old information, etc.
If there are more than 1 person who will be sending these documents then you don't want to managing and maintaining different copies of the Documents.
If your Offerings are Standard for most of your Leads / Clients.
If a lot of content of your Document is common and only a part of it changes.
How to create a new Document Template?
Navigate to Main navigation > Sales > Document Template
Click on New Template button
Create the template for your Quote, Agreement, Contract, Proposal or anything else.
Give a name to you template that can be unique and identifiable.
When you are making changes the Template is auto saving so you don't need to worry about it.
Save and exit it.
It will be available to all your team members to use.
How to create a Document Template from an existing Document?
Open the Document that you wish to add as Template.
Open it for updating.
In the top right corner you will see three dots.
You will find the option of "Save as Template" in it.