There is nothing worst than reinventing the wheel every time. We want you to leverage best practices, as a starting point to a fruitful discovery call or to a thoughtful account plan.
Pod allows you to create, edit, delete, and apply customizable templates.
Whether you have a meeting notes structure you like to reuse or a list of discovery questions you need to answer, create a template once and reusing it whenever needed, in one click. These templates can be shared across your organization, so you can also access your manager’s templates.
You can select a specific template to create a new document or select a template once you’ve created a blank new document.
Create, delete, and update customizable templates
Use templates even after you created a new document
💡 Need help? Send us a message via the in-app chat or email us at [email protected].
🤝 Want to talk to someone? Book a session with one of our specialists!