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Once you’ve built a room you’re happy with, the best next step is to save it as a template. That way, every new Room you create from now on can start from the same winning setup.

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Why save a template

Templates are the foundation of a scalable sales and onboarding motion:
  • Consistency - Every rep uses the same proven structure and content
  • Speed - Create new rooms in seconds instead of starting from scratch
  • Best practices - Capture what works and make it easy to replicate
  • Easy updates - Change the template once, and future rooms inherit improvements
  • Team alignment - Sales, CS, and RevOps all work from the same playbook

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How to save your room as a template

1

Build your room

Create a room with all the sections, content, actions, and styling you want to standardize.
2

Open the room

Click the […] menu in the top right corner of your room.
3

Select 'Save as template'

Choose this option from the dropdown menu.
4

Review and name your template

Give it a clear, descriptive name (e.g., “Enterprise Deal Room”, “SMB Onboarding”, “Renewal Template”).

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What happens next?

Once saved, your template appears in the template gallery:
  • Creating new rooms - Select your template when creating a new room to start with that structure
  • Variables auto-fill - Any variables in the template will populate based on the new room’s company and creator
  • Editing templates - Update the source template anytime; changes won’t affect existing rooms

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Managing templates

View all templates: Go to Templates in the main navigation to see all available templates. Edit a template: Open the template and make changes. Save to update the template for future use. Delete a template: Remove templates that are no longer needed. This won’t affect rooms already created from that template. Duplicate a template: Create a copy to make variations (e.g., “Enterprise Deal Room - EMEA” based on “Enterprise Deal Room”).

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Template best practices

  1. Use variables - Include {{target_company_name}}, {{primary_contact_first_name}}, and {{room_creator_meeting_link}} for automatic personalization
  2. Structure with sections - Organize templates into clear stages that match your process
  3. Include placeholder content - Add sample content that guides users on what to customize
  4. Keep it focused - Don’t try to cover every scenario; create multiple templates for different use cases
  5. Review regularly - Update templates based on what’s working in your actual rooms