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Create customized templates
Create customized templates

Learn how to leverage Pod's custom templates for Notes

Patrick Monnot avatar
Written by Patrick Monnot
Updated over 10 months ago

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 managerโ€™s templates.

You can select a specific template to create a new document or select a template once youโ€™ve created a blank new document.

Create, delete, and update customizable templates

Create, delete, and update customizable templates

Use templates even after you created a new document


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