Templates are a great way to save time and quickly reorder your most common services.
You can create a template from:
The Templates tab.
An existing project you've created.
We recommend creating and naming your templates to match the packages, bundles, or services you offer to your clients, so creating a project and ordering services are faster than ever on Pixlmob.
Once your template is created, you can create a new project from the template or add services to your existing project using that template. Within an existing project, you'll find this option in 2 locations:
From the Actions menu.
When you click "Add Service."
FAQs
How do I create a template?
How do I create a template?
Once you’ve created a project, you can easily turn that project into a template by selecting this option from the Actions menu.
You can also navigate to the templates tab in your dashboard (left panel of your Pixlmob account) and create a template here.
Click New Template.
Create a name for your template.
Click Add Service, select the service, and provide the details for your template just like you would when you're filling out the order form.
You can set the quantity for each service, select the add-ons you'd like, save references, and add instructions.
Click Add Service at the bottom of the service template form to save that service to your template.
Continue to add more services as needed.
Click Create Template to save your template.
Pro-Tip: Choose a name for your template that helps you easily remember what it includes or when you use it (i.e. Luxury video, KW Team Order, or Standard Bundle)
Where are my saved templates?
Where are my saved templates?
You can access all of your saved templates from the Templates tab in the left navigation panel of your Pixlmob dashboard.
You can also access them from an existing project through the Actions menu or when you click Add Service.
How do I edit a template I’ve created?
How do I edit a template I’ve created?
From the templates tab, select the template you’d like to edit.
Remove or add services.
You can also duplicate the template if you’d like to create a second option similar to the original.
Can I share my template(s) with other users?
Can I share my template(s) with other users?
Templates are unique to each Pixlmob account and cannot be shared with other users.
Can I save my favorite editor to a template?
Can I save my favorite editor to a template?
Currently, you cannot save an editor with a template. However, you can build an Editor Team and easily get to your favorite editors that way.