Getting started

Connect your back-office system Install the Templi Adviser desktop app Import your clients

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 Set header and footer distance

Clients and plans

View and manage client charges Send a plan to your CRM

Build a form from a PDF Form editor Fill a form

Template best practices

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

Release announcements API Set document page settings

All Collections

Clients and plans

Plans, charges and sending changes back to your CRM

View and manage client charges

Send a plan to your CRM