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Share templates within your team
Share templates within your team

Learn how to share your templates and access your team's templates.

Patrick Monnot avatar
Written by Patrick Monnot
Updated over a week ago

There is no need to reinvent the wheel every single time. Leverage best practices from other team members with Pod's shared templates.

Simply click on the down arrow at the top right of your Notes summary page to review all your templates. You'll be able to:

  • Review Your Templates as well as all the Shared Templates from people in your organization

  • Decide to share (or not) your templates with folks in your team

  • Use a template to spin up a new document

Shared template can be used to improve sales process compliance with structured account plans, qualification questions, and more. A great tool RevOps can use for real-time enablement

Shared templates

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