Templates in Maroo help you save time by allowing you to reuse commonly used documents and workflows. Whether you're collecting client information, sending quotes, or creating invoices, you can create and customize templates that fit your business needs.
Available Template Types
Maroo offers several template types to support different parts of your workflow:
🧾 Lead Form Template
Collect client information and capture leads through customizable forms. This is ideal for onboarding new clients or gathering inquiries.
📄 Contract Template
Create ready-made agreements to confirm terms, conditions, and commitments with your clients.
💬 Quote Template
Send clear and professional price estimates to clients before starting any work.
🧮 Invoice Template
Set up reusable invoice formats that include line items, taxes, and discounts.
⬇️ Import Template
If you already have an existing template, you can import it into Maroo and continue using your current format.
How to Create a Template
Go to your dashboard and click Templates then click the + Create Template button.
Select the type of template you want to create.
Customize the template based on your needs.
Save your template for future use.
Leads Template
When creating a Leads template, you can choose how you want to start:
Create from Scratch
Build your lead form from the ground up by customizing fields based on the information you need from your clients. This may include contact details, project requirements, and other relevant questions. This option is ideal for businesses with specific workflows or unique intake processes.
(You may refer to this help center article to learn How To Create Leads)
Contracts Template
When creating a Contracts template, you have flexible options:
Upload a Document or PDF
If you already have an existing contract, you can upload it directly as a document or PDF file. This is ideal if you want to continue using your current standard agreement within Maroo.
Create from Scratch
You can also draft a contract directly in Maroo. This gives you full control over the structure, content, and terms, making it perfect for creating customized agreements tailored to your workflow.
Both options allow you to create consistent, professional contracts for your clients with ease.
Quote Template
You can create a Quote template from scratch in Maroo to fully customize how you present price estimates to your clients.
This option gives you complete control over the structure and content of your quote, allowing you to tailor it based on your services, pricing details, and workflow.
Creating a quote template from scratch is ideal if you want a personalized and flexible setup for sending professional and consistent quotes.
(You may refer to this help center article to learn How To Create Quotes)
Invoice Template
You can create an Invoice template from scratch, this option allows you to design your invoice structure from the ground up, including details such as line items, pricing, taxes, discounts, and any additional information you want to include.
Creating an invoice template from scratch is ideal for businesses that want a consistent and professional way to generate invoices while maintaining full control over how their billing information is presented.
(You may refer to this help center article to learn How To Create Invoice)
Importing Templates from Other Platforms
If you already have existing templates, you can easily bring them into Maroo using the Import Template feature. This allows you to reuse templates from supported platforms without needing to recreate them from scratch.
Select the template type
First, choose what kind of template you want to import.
This helps ensure your imported file is mapped correctly within the system (e.g., invoice, quote, contract, or other supported template types).
Choose the source platform
Next, select where your template is coming from. You can import from supported platforms such as:
HoneyBook
Dubsado
Aisle Planner
Bonsai
17hats
Planpage
Set the Template Priority
After selecting where you’d like to import your template from, the next step is to choose its priority level. This helps you organize and identify how important the template is within your workflow.
You’ll be able to choose from the following options:
Very Important – Use this for templates that are critical to your daily operations or frequently used.
Important – Ideal for templates that are regularly used but not essential every time.
Nice to Have – Best for templates that are helpful but used occasionally or for specific situations.
📝 Note: You can also add notes to your template, such as additional details or context, to help you and your team better understand how and when it should be used.
Tips for Using Templates
Keep templates clear and concise to ensure a better client experience.
Use consistent formatting across all templates to maintain a professional look.
Regularly update your templates to reflect any changes in your business processes or offerings.
Need Help?
If you have any questions or need assistance creating templates, feel free to reach out to our support team. Contact us at [email protected].