Template types reference

This article lists all template types available in TaxDome, grouped by category. For an overview of what templates are and how they work, see Templates explained .

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. Once you have the pipeline template created, you can:

• Add stages to a pipeline

• Add automations to a pipeline

• Add jobs to a pipeline

• View jobs in a pipeline

Job templates

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

• Apply a job template manually

• Set up a default template for jobs created within a pipeline

• Set up templates for job recurrences

• Set up a default template for jobs created from a client signup form

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:

• For each job individually

• In bulk

• Using job templates

• Via automation

Task templates

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

• Apply a task template manually

• Create an automated task when a job enters a specific stage in a pipeline

CRM templates

Organizer templates

Organizer templates are interactive questionnaires used to gather the info you need from clients. They include 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

• Create an automated organizer when a job enters a specific stage in a pipeline

• Have clients create an organizer on their own

Client requests templates

Client request templates are ad-hoc questionnaires you create for recurring common cases where the request can be sent to multiple clients. They include the same elements as particular client requests: a message to clients, different question formats, reminder settings, and the possibility of access without signing in. There are several ways to use client request templates:

• Manually send a client request to a client

• Use bulk action to send requests to multiple clients

• Create and send a client request automatically when a job enters a specific stage in a pipeline

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

• Apply them when you import the client list

• Make a default so a folder template is automatically applied to each new account

• Manually apply them to one or more accounts

• Automatically apply them to client accounts when a job enters a specific stage in a pipeline

Signature templates

Signature templates 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—find out how to apply signature templates .

Communication templates

Email templates

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

• Create an email manually

• Create an email that sends automatically when a job enters a specific stage in a pipeline

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

• Create an automated message when a job enters a specific stage in a pipeline

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 or in bulk.

Billing templates

Proposal templates

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

• Create an automated proposal when a job enters a specific stage in a pipeline

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— one-time or 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 (currently available for one-time invoices only)