Getting started

Connect your back-office system Install the Templi Adviser desktop app Import your clients View and manage client charges Send a plan to your CRM Ask Templi Dashboards Customize table views

Templi AI blocks Blueprint Panel Prompts Hide a section Repeat a section Copy Paste Section Copy Paste Image Dropdowns AI tables

Template best practices

Intelliflo Office Iress Xplan Plannr Google Calendar Outlook Calendar Gmail Outlook Mail Google Drive Microsoft OneDrive Microsoft SharePoint

Release announcements API

All Collections

API reference

Release announcements API