Templates and widgets are essential tools in Salesbuildr to help you create professional, consistent documents that are easy to manage. Here’s an overview of their differences, the types of widgets available, and how to find inspiration for designing these components.
Templates vs. Widgets
We recommend having a limited number templates that provide the foundation of your quotes. Examples: a hardware, a project, and a managed service agreement template. Variations from these foundational templates are accomplished by adding widgets:
Templates: Templates provide the overall structure and layout for documents like proposals, quotes, or contracts. They define the style, format, and order of information across your documents.
Widgets: Widgets are individual content blocks or elements that you can add to templates. Widgets are reusable across different templates and can be tailored for specific data or visual components. Examples are text blocks, images, products, media (videos), or client information fields.
Types of Widgets
Salesbuildr offers a variety of widget types to help you create impactful documents:
Content & Products: Perfect for adding standard text blocks, descriptions, or custom messages. You may also display products and/or services from your portfolio in widgets, including descriptions, prices, and totals.
Video or image: Use to include logos, product images, videos, or other visuals.
Full page image: Display full pages of content when you want to go to the next level when it comes to styling.
Finding Inspiration
For ideas and pre-made layouts, navigate to the Marketplace within your Templates or Widgets section. The Marketplace offers a variety of template and widget examples that you can adapt to your own brand, saving you time while helping you deliver consistent and professional documents.
By setting up templates and widgets, you’ll enhance efficiency, ensure branding consistency, and streamline document creation across your sales processes.