Infinity3 Help Centre

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.