Templates
System + custom templates that produce engagement documents — proposals, scope-of-work, contracts. AI fills the blanks; you review + export.
Who this is for: anyone with the templates.manage capability.
What’s here
| Article | What it covers |
|---|---|
| Running a template | Generate a document from an engagement + template. |
| AI-drafted documents | Inspect, edit, regenerate AI output. |
| Exporting PDFs | Producing a shareable PDF. |
The engagement side of the workflow lives in Clients & Engagements.
Last updated: 2026-06-01 · Applies to: CartonCrew v1.57+