Settings (Basic): Templates

Templates are huge time-savers for the whole team. Create them for tasks for team members and clients and also for your organizers, proposals, invoices, chats, emails and more. The best thing about making templates? You can use them as automations in pipelines, so that frequently performed chores get done on their own when they need to be!

Covered here:

Templates, explained

Using templates is optional, except when sending organizers. But we recommend you make them for everything that you can! You’ll get a great deal out of creating templates when setting up your practice on TaxDome. Not only will they save you a ton of time, they’ll also make your workflow smooth and easy.

So what can you also use them for?

  • Emails, messages, proposals, and invoices you frequently send to clients.
  • Tasks and jobs you often perform.
  • PDF forms you send for client signatures.
  • Folders you use for your various client accounts.

You can do all of that manually, one chore at a time. But why bother when it can all be automated? TaxDome is all about automations. And to use automations, you need templates.

Go to  Templates > Firm templates from the left menu bar to create, edit and delete templates.

Or access the template creation page by adding an automation while creating or editing a pipeline, then click  New template.

To save you even more time, we offer default templates. Download them from our Marketplace, then use them as is, or edit them to your liking! Read more on using the Marketplace in the article.

note

Note!

  • Changes you make to a template don’t affect previously created items made from that template.
  • Changes you make to items made from a template don’t affect the original template.

Who can create, edit, purchase and sell templates?

A firm owner and admins can always create, edit, download, purchase, and sell templates on TaxDome. If you want one or more employees to have that options too, give them the following access rights:

  • Manage templates to let them create, download, edit, and delete templates.
  • Manage marketplace to publish templates in the Marketplace, and edit or delete listings.

To do so:

1. Go to  Settings > Team & Plans from the left menu bar, open the Team members tab, then click on the team member’s name in the list.

2. Click the pencil icon in the  Edit Access Rights section and toggle on Manage templates or Manage Marketplace.

3. Click Save.

Who can use templates?

Your employees do not need to have Manage template access rights to use previously created or purchased templates and make changes to them. If you want them to take advantage of existing templates, give them the following access rights:

What an employee wants to do The access rights they need to have
Create a task based on a template View all accounts (or have access to the selected account)
Create a proposal based on a template Manage proposals
Create an organizer based on a template Manage organizers
Send an email based on a template View all accounts (or have access to the selected account)
Send a message based on a template View all accounts (or have access to the selected account)
Create an invoice based on a template View all accounts (or have access to the selected account)
Create a job based on a template
View all accounts (or have access to the selected account) and have access to the pipeline
Assign client-facing status View all accounts (or have access to the selected account) and have access to the pipeline
Apply existing folder template
Manage documents
Request a signature based on a template View all accounts (or have access to the selected account)
Send an SMS based on template View all accounts (or have access to the selected account)
Aссess pipeline To be added in Available to in pipeline settings
Add, view, edit jobs in the pipeline View all accounts (or have access to the selected account)
Add and edit job recurrences in the pipeline Manage job recurrence

Workflow templates

Here is the list of available Workflow templates:

Pipeline templates

Pipelines are at the top level of the Workflow hierarchy. They organize and speed up progress of your services for different clients. There are four ways of using pipeline templates:

  • Add stages to a pipeline (for details, go to the article on creating pipelines)
  • Add automations to a pipeline (learn more on automations)
  • Add jobs to a pipeline (for more details, go to the article on adding jobs)
  • View jobs on a pipeline (learn more on viewing jobs)

Job templates

Job templates are used to speed up adding jobs to pipelines. There are several ways to use job templates:

  • Add a job manually (read more about this here).
  • Set up a default template for jobs created within a pipeline (for more details, go here).
  • Set up templates for job recurrences.
  • Set up a default template for the jobs that are automatically created according to the settings of your custom client signup form (for additional info, go here).

Client-facing job statuses

Client-facing status templates are statuses you can assign to your jobs, speeding up status assignments and automatically updating your clients about job progress. Here's how to assign statuses using templates:

Task templates

Task templates are used to speed up creating tasks. There are two ways to use task templates:

  • Add a task manually (for more details, go here).
  • Create an automated task when a job enters a specific stage in a pipeline (for more details, go here).

CRM templates

Here is the list of available CRM templates:

Organizer templates

Organizer templates are interactive questionnaires used to gather the info you need from clients. They include some sections with different types of questions and even conditional logic jumps (new questions pop up when needed). There are three ways to use organizer templates:

  • Manually send an organizer to a client (for more details, go here).
  • Create an automated organizer when a job enters a specific stage in a pipeline (for more details, go here).
  • Have clients create an organizer on their own (for more details, go here).

Folder templates

Folder templates are predefined sets of folders that help speed up the process of making new ones in client accounts. Folder templates can also include files that are automatically uploaded to accounts once you apply the template. There are several ways to use folder templates:

  • Apply them when you create a new account (go here for the details).
  • Apply them when you import the client list (go here for the details).
  • Make a default. This way, a folder template will be automatically applied to each new account (read more about this here).
  • Manually apply them to one or more accounts (read more about this here).
  • Automatically apply them to client accounts when a job enters a specific stage in a pipeline (for more details, go here).

Signatures templates

Signature templates are to speed up requesting e-signatures for frequently used forms. You can use signature templates when you request signatures for any document uploaded to your folder with  Client can view  access. Go here for the details. 

Communication templates

Here is the list of available Communication templates:

Email templates

For more helpful how-to videos, visit TaxDome Academy, our free online hub for
viewing and learning everything you need to know about TaxDome.

Email templates are used to speed up writing emails. There are two ways to use email templates:

  • Create an email manually (read more about this here)
  • Create an automated email when a job enters a specific stage in a pipeline (for more details, go here).

Chat templates

Chat templates are used to speed up in-app message creation. There are two ways to use chat templates:

  • Create a chat thread manually (to read more details, go here).
  • Create an automated message when a job enters a specific stage in a pipeline (read more about this here).

SMS templates

SMS templates simplify your regular client communications by removing the need to create the same text messages repeatedly.

You can manually apply SMS templates when sending SMS to a single client on in bulk.

Billing templates

Here is the list of available Billing templates:

Proposal templates

For more helpful how-to videos, visit TaxDome Academy, our free online hub for
viewing and learning everything you need to know about TaxDome.

Proposal templates are used to create agreements that describe the terms of the business relationship with the client. They can include a list of services you offer and their rates along with invoices. There are two ways to use proposal templates:

  • Create a proposal manually (read more here).
  • Create an automated proposal when a job enters a specific stage in a pipeline (for details, go here).

One-time and recurring invoice templates

Invoice templates help speed up making invoices, whether they are one-time or recurring. They can even include a list of the services performed and their rates. Here's how to use invoice templates:

  • Create an invoice manually (read more on one-time and recurring).
  • Use in proposals or proposal templates
  • Create an automated invoice that goes out to a client when a job enters a specific stage in a pipeline (to learn how, go here). Coming soon: this option is currently available for one-tmie invoices only.

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