How to Save a Template in SendSites
By Declan · Updated May 2026
Save a layout as a shared template so your whole team can launch new proposals from the same master blueprint.
Saving a layout as a Template publishes it to your company library so anyone on your team can start a fresh proposal from the same master blueprint. This is different from saving a private working draft — templates are global, shared, and meant to enforce a consistent starting point across your organization.
Publishing templates requires administrative or template-creation permissions on your account. If you don’t see the Cloud Icon described below, ask an admin on your team.
Open the template sharing tool
In the editing workspace, look at the horizontal navigation ribbon in the upper-left corner. Click the Cloud Icon to begin publishing the current layout as a template.
Name your template
A modal titled Share this layout as Template will appear. Enter a clear, standardized name in the text box — something descriptive like Urban Hotel Proposal or Resort Group RFP Response that other team members will recognize at a glance.
Agree on a naming convention with your team before you start publishing templates. Consistent names make the company library far easier to scan.
Resolve any naming conflicts
If a template with that name already exists, you’ll see a red warning: This template name is already used; please choose another. Either pick a new name or use the overwrite option in the next step to replace the existing version.
Overwrite an existing template (optional)
To update a master file with your latest revisions instead of creating a duplicate, check Overwrite template of the same name. This replaces the existing template across your shared workspace.
Publish to the company library
Click Share to push the template out. It’s now available to every team member from the company dashboard when they start a new proposal.
Overwriting a template updates it instantly for everyone on your team. Existing proposals already built from the old version are not affected, but any new proposal started from the template will use the updated layout.
Why teams use shared templates
Master templates give your sales team a controlled starting point. Everyone launches from the same formatting, font choices, and section order, which protects your brand and cuts setup time on each new proposal.
They also make organization-wide updates simple. When branding guidelines change — a new logo, a refreshed header, an updated cover treatment — an admin opens the master file, applies the changes, and uses Overwrite template of the same name to push the correction out to the whole team in one move.
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