Templates Overview
Overview
Templates let you save common configurations and reuse them when creating new documents and galleries. Instead of re-entering line items, settings, and formatting every time, load a template and customize as needed.
StudioLedger supports four types of templates: Invoice Templates, Estimate Templates, Price Sheets, and Gallery Presets. Each speeds up a different part of your workflow.
Template Types
Invoice Templates
Save line items, payment terms, taxes, and formatting for quick invoice creation.
Learn about Invoice Templates →Estimate Templates
Save estimate structure, approval requirements, and auto-invoice settings for consistent quotes.
Learn about Estimate Templates →Price Sheets
Define pricing, licensing terms, and volume discounts for gallery stores. Link multiple price sheets to one gallery for different buyer types.
Learn about Price Sheets →Gallery Presets
Save gallery appearance (colors, layout, typography) and permission settings. Apply instantly to new galleries for visual consistency.
Learn about Gallery Presets →💡 Template Sub-Pages
Detailed guides for each template type:
- Line Items — Create reusable line item libraries
- Invoice & Estimate — Save document structure and settings
- Email Templates — Customize email communications
- Contracts — Upload and reuse contract PDFs
- Terms & Conditions — Save standard legal terms
Managing Templates
All templates are managed in Settings → Templates by type. Create, edit, rename, and delete templates from a single dashboard.
Creating a New Template
- Go to Settings → Templates
- Select the template type (Invoice, Estimate, Price Sheet, or Gallery Preset)
- Click Create New Template
- Configure the template with your standard settings
- Give it a descriptive name (e.g., "Standard Invoice", "Agency Rates", "Portfolio Preset")
- Save the template
Saving from an Existing Document
Faster than creating from scratch: When you finish creating an invoice or estimate you like, click Save as Template to convert it into a reusable template. Useful for capturing templates that match your actual workflow and approved formats.
Editing & Deleting Templates
- Edit: Click the template name to modify settings, line items, or content
- Rename: Edit the template name (useful for reorganizing)
- Delete: Remove templates you no longer use (this doesn't affect documents created from them)
Template Usage Tracking
Each template shows how many documents or galleries were created from it. This helps you identify popular templates and understand your workflow.
💡 Best Practice: Name Templates Clearly
Use descriptive names like "Standard Estimate - 50% Deposit", "Product Shoot Invoice", or "Studio Preset - Bold Colors". Clear names make templates easy to find when you have many saved.