---
title: Create a reusable document template in Infinity3
description: "Save a standard proposal or agreement as a template to reduce repeated work and keep documents consistent. #### Before you start Choose wording and branding approved for repeated use. Identify the details that change for each customer, such as their…"
url: "https://www.infinity3.co.uk/help/create-a-reusable-document-template-in-infinity3/"
updated: "2026-10-08"
category: "Infinity3 Platform / Documents & Contracts"
---

# Create a reusable document template in Infinity3

Save a standard proposal or agreement as a template to reduce repeated work and keep documents consistent.

#### Before you start

Choose wording and branding approved for repeated use. Identify the details that change for each customer, such as their name, service and price.

#### Build your template

1. Open **Payments** → **Documents & Contracts** → **Templates**.
2. Select **New** → **Create New Template**, or the equivalent option shown.
3. Give it a descriptive name, such as “*Website Support Agreement*”.
4. Add text, your logo and any product list you need.
5. Use the editor’s custom-value picker for supported personalised details.
6. Add signature fields and configure who should complete them. Use **Sender** for an internal signing field where appropriate.
7. Save the template.

#### Check your template

Create a sample document for a test contact. Check that personalised details appear correctly and that each signature field belongs to the intended signer.

Review customer-specific content before every send, even when the starting template is correct.

#### Things to know

- Template updates apply to future documents; existing drafts and sent documents need separate review.
- Keep separate templates where service terms differ substantially.
- Remove old customer details from reusable content.
- Templates can also be used in document workflows once saved.

If a personalised value is blank, check the test contact’s details and the selected field. Contact Infinity3 if it still doesn’t populate.