Document Templates

Document templates in rich-text editors are a lifesaver for SaaS applications. Pre-built document layouts, custom document templates, and content starter templates greatly improve productivity. They enable your users to create consistently and save time from the very first keystroke. With Flexum, it’s easier than ever to add a document templates feature to your application.

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What is a document templates feature?

Document templates in SaaS rich-text editors are pre-configured content structures that give users a quick, dependable jumping-off point. Document templates act as blueprints with pre-determined sections, styling, and placeholder text that can be customized to meet the user's needs. Templates spare users from the blank page paralysis. Now they can focus on the content, not the structure.

Often referred to as SaaS editor templates or rich text editor templates, this feature provides static and dynamic templates that make the writing process a breeze. Meeting notes, project plans, product documentation, and more—there are template libraries for any visionary SaaS platform.

Static vs. AI-generated templates

Both static and AI-generated templates help users to fill in the blanks faster, but while static templates are rigid like “[Write the project goal here]”, the AI-driven approach generates drafts for the user.

Static templates

Manually created and curated document templates that contain fixed text and rely on the user to replace or customize content.

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AI-generated templates

AI-suggested content structures, where users describe what they need and get a tailored “starter document” generated for them.

Does your app need a document templates feature?

Document templates quickly answer common user pain points. They save time, reduce cognitive load, and improve document consistency. There are many great reasons to improve your app's user experience and business performance with the document templates feature:

For users, the document templates feature means

For business, it translates into

Faster content creation.

Fill-in-the-blanks and create polished content in minutes.

Improved user adoption.

Users starting with templates are more likely to stick with your platform.

Consistency between documents.

Keep the formatting and structure consistent across documents.

Improved productivity.

Time recovered and manual effort saved allow teams to perform high-value tasks instead of formatting.

Fitting personal needs.

No more blank page syndrome—but a real structure to fill in that is easy to use.

Brand consistency.

Templates uphold business standards, improving the professional appearance of your users' work.

Less cognitive load.

No more blank page syndrome—but a real structure to fill in that is easy to use.

Improved retention.

Customers will come back more often knowing there’s a high-quality template library at their disposal.

Document templates feature use cases: as seen in your favorite products

Many top SaaS platforms implement document templates to improve the user experience. Let’s explore some of these successful applications of the document template feature.

Notion

Category: Productivity Tool

Notion has a vast library of templates, from simple to-do lists to complex project management frameworks. Using templates like meeting notes or content calendars, Notion streamlines users' workflows so that they can start up quickly and maintain consistent documentation.

Coda

Category: Collaborative Editor

Coda's library of templates is not just static documents but includes interactive project-tracking, task management, and real-time data integration templates. One can start from a template and have a productive workspace in minutes.

Dropbox Paper

Category: Collaborative Document Editor

Dropbox Paper gives the power to convert any document into a template, with several pre-made templates offered to cover meeting agendas, brainstorming sessions, and project plans. This seamless functionality allows teams to focus on collaboration instead of formatting.

Qwilr

Category: Sales Document Tool

Qwilr uses proposal and quote document templates that automatically fill in CRM data. Live integration saves time for sales teams. This keeps client-facing documents accurate and up to date.

Templates are a strategic way of allowing users to create consistently high-quality content quickly. And it is far beyond a convenience factor. At Flexum, we're specialists in implementing these features to bring tangible business results.

Myron Mavko

Co-Founder & CEO, Flexum

When do you NOT need the document templates feature?

While document templates are very handy, in some cases, they may be unnecessary. Let's look at when you would not need this feature in your SaaS product.

Highly custom workflows

If your clients require highly customized, one-off documents, templates may appear too restrictive.

Creative freedom is supreme

For users who need utmost creative freedom, templates might seem like a restriction rather than an aid.

Niche document types

If your SaaS is serving an extremely specialized niche, pre-made templates would not apply to user needs. Custom creation may be more suitable.

Low-volume content creation

For SaaS apps with very little content creation or documentation needs, the overhead of template support may not be justified by the benefits.

Document templates are excellent for routine content, but not every application will benefit from them. It is necessary to see if templates will suit what your user is trying to create.

Anton Chuiko

Co-Founder & COO, Flexum

Document templates feature in Flexum projects

At Flexum, we do smooth integration of document templates across all rich-text editors we deploy. We are experts in using frameworks such as TipTap, CKEditor 5, and ProseMirror, and this expertise lets us make highly customizable, easy-to-use document templates for your platform.

Distribute

Category: Sales Content Platform

Distribute is a TipTap-based, ultimate AI-driven page builder for founders, creators, and sales professionals. The AI assistant-enhanced templates, powered by OpenAI's GPT-4 model, eliminated the dread of blank pages and writer's block in users. Smooth, easy experience had driven a vibrant community, not only using the platform’s templates, but creating and sharing their own.

Read the Full Case Study

We built a batch of top features for Distribute, including a variety of standardized and AI-generated templates for business cases, value propositions, follow-up calls, and many more. This allowed for enhancing the business results of the Distribute, but also Distribute’s users.

Natalia Donchenko

Product Designer, Flexum

Ready to add the document templates feature to your app?

Document templates assist in faster content creation and consistency, and we at Flexum make it much simpler and affordable to implement this feature on your app. With extensive experience in dealing with rich-text editor technologies, we will have your users enjoy the benefits sooner than they expect.

Contact Flexum today

Why Flexum?

Flexum partners with SaaS teams that wish to incorporate sophisticated text editor features. We deliver custom solutions that streamline user interaction, ease workflows, and facilitate collaboration with rich text editor templates.

Benefit Points:

Fast results that users love.

Our team delivers clean, well-structured templates in a timely manner so users can immediately start writing content.

Hassle-free integration.

We integrate document templates seamlessly into your app so that the feature is work-ready on day one.

Focus on what matters most.

Let our experts handle complex features like templates, allowing you to develop your app and concentrate on things that matter most.

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Clutch Verified Review

Best team ever. They impress with their efficiency, professionalism and attention to detail.

Andrew Mewborn

Founder

Distribute

Document Templates

What is a document templates feature?

Static vs. AI-generated templates

Static templates

AI-generated templates

Does your app need a document templates feature?

For users, the document templates feature means

For business, it translates into

Faster content creation.

Improved user adoption.

Consistency between documents.

Improved productivity.

Fitting personal needs.

Brand consistency.

Less cognitive load.

Improved retention.

Document templates feature use cases: as seen in your favorite products

Notion

Coda

Dropbox Paper

Qwilr

Start Implementing Templates Today

When do you NOT need the document templates feature?

Highly custom workflows

Creative freedom is supreme

Niche document types

Low-volume content creation

Document templates feature in Flexum projects

Distribute

Ready to add the document templates feature to your app?

Why Flexum?

Fast results that users love.

Hassle-free integration.

Focus on what matters most.

Ready to collaborate?

Let's chat!