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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 a week 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 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

Create, delete, and update customizable templates

Use templates even after you created a new document

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