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