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All about Templates
Hubflo Team avatar
Written by Hubflo Team
Updated over a week ago

Save time with Hubflo, by creating your templates in just a few clicks for :

✉️ Emails

📝 Notes

As soon as you select a template its content will be automatically integrated!

👉 Start by clicking on your profile icon or on the cogwheel ⚙️ then select "Templates".


✍️ Create your contract templates

Enter the text or copy and paste it from a Word document: format it by highlighting important passages, add links to your website, supporting documents and even your logo!

  • Save your contract template so that you can make changes to it as soon as you need to.

→ Operation completed!

Your contract template is automatically incorporated into your proposal.


✉️ Create an email template

Click on your profile icon or on the cogwheel ⚙️ then select "Templates" then "Emails" and click on "+ New template" :

  • Give your template a title, include documents and booking links, for example, and make sure you click on "save".

→ Operation completed!

Send a new email or reply to a conversation. All you have to do is choose your template, and its content will be automatically integrated into your new email!


📝 Create your own Notes template

For harmonised note-taking during calls with prospects or to plan your next actions related to a contact.

  • Click on your profile icon or on the cogwheel ⚙️ then select "Templates" then "Notes" and click on "+ New template".

  • Give it a title, enter your text, create a list or add links, then click "save".

→ Operation complete!

Your notes can be linked to tags, contacts or even projects! The content of your note will be automatically integrated:


Got a question? Got a suggestion? Don't hesitate to contact us via the chat box at the bottom right ✍️

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