Creating templates for all of your items and services can help you save time, as you can easily apply them when you need them on invoices and proposals, instead of retyping them every-time.

Items represent products, packages and services.

Create item templates:

To create an item template go to Settings, then Templates and then choose Items.

Apply item templates:

There are two ways to apply an item template:

  1. Type "/template" in the Title to show the command menu, which will then give you a list of all available templates.

  2. Click on the “templates” button and select a template from the dropdown menu.

Plutio item templates

When you select a template it will instantly populate everything for you from the item title and description to cover image and pricing details.

Applying item templates in Plutio
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