All New Templates Experience


Templates got a makeover!


The new Templates experience will empower you to more easily create, edit, and share templates. Take control of your workflow with the updates below.  


Updates include:


  • Enhanced ease of use with an intuitive and sleek design
  • Insights at your fingertips with accessible and sortable performance metrics
  • Sidebar for easy template access and organization
  • Dropdown menus to insert Salesforce and customer dynamic fields for increased personalization
  • Template attachments, and more!




Want to learn more? Here’s a 3-minute walk-through of the brand new Templates interface.



We hope you dive into the new Templates experience to book more meetings and win more deals, right from your inbox.



Have feedback on the all new Templates? We’d love to hear what you think.


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