> For the complete documentation index, see [llms.txt](https://docs.bluepro.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.bluepro.ai/documents/create-and-reuse-templates.md).
# Create & Reuse Templates
If you send the same agreement, waiver, or completion form on most jobs, don't rebuild it every time. Save it once as a template, and sending it becomes a few taps.
### What a Template Is
A template is a reusable document — your PDF plus its signature and merge fields, its type, and its title — saved so anyone on your team can send it in seconds. Think "your standard service agreement," ready to go.
### Save a Document as a Template
Build a document the way you want it — upload the PDF, place the signature and merge fields, set the type — then **save it as a template**. It's now available to everyone on your team.
`[insert screenshot: the builder with the "Save Template" action highlighted.]`
### Start From a Template
**On the web:** click **Templates** on the Documents page, pick one, and it opens in the builder pre-filled — just choose the contact and send.\
**On mobile:** tap **New document → Use a template**, pick from the list, and go.
`[insert clip: 10–15s — choosing a template and having it open ready to send.]`
### Merge Fields
Merge fields are placeholders that fill themselves in — customer name, address, job details, dates — pulled straight from the record. Set them up once in the template and every document you send from it is personalized automatically, with no retyping.
> 💡 **Tip — Build your top three first.** Most shops only need a handful of templates. Start with the documents you send most (agreement, waiver, completion form) and add more later.
### FAQ
* **Who can use a template?** Anyone on your team.
* **Can I edit a template later?** Yes — update it and future sends use the new version.
* **Do merge fields work in every template?** Yes — place them wherever you want the info to appear.
* **Can I still tweak a document after starting from a template?** Yes — the template is a starting point, not a lock.
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