Templates help you create documents and emails quickly and consistently within Tribe. They allow you to combine your own text and layout with data already stored in the CRM, such as relation details, quotation numbers, or employee information. You might use templates when sending quotations, invoices, work orders, or standard emails. By following this guide, you will understand where to find template settings, how templates are structured, and how to create and manage them effectively.
Table Of Contents
Where Do I Find Template Settings?
What Is The Structure Of A Document Template?
How Do Offer Templates Differ?
How Do I Create A General Email Template?
How Do I Categorise Email Templates?
How Do I Add Blocks To A Template?
How Do I Change General Block Settings?
What Types Of Blocks Are Available?
Where Do I Find Template Settings?
All template settings are managed from Configuration. The location you select depends on the type of template you want to create.
Templates are available only when the related module is active:
Sales for quotations, documents, and offer templates
Invoicing for invoice templates
Work Orders for work order templates
Emails & Campaigns for general email templates
We provide standard example templates for each area. You can customise these or create a new template from scratch.
What Is The Structure Of A Document Template?
A document template can be based on a standard example or created as a new template.
Each document template includes:
General settings to define the Template Name, Margins, and Font
A Content tab, with optional Header and Footer tabs
A Preview option to check how the template looks when merged with real data. The preview uses existing activities, so you need to create at least one activity to see accurate preview results.
Templates are built using blocks. You add, move, and configure these blocks to control layout and content. Block-specific settings always appear on the right-hand side.
How Do Offer Templates Differ?
Offer templates follow a similar structure to document templates, with a few differences:
They include a default Email Subject
They allow standard documents, such as terms and conditions, to be attached automatically
Offer templates are used when sending documents directly to customers.
How Do I Create A General Email Template?
General email templates can be used across Tribe, including relations, tickets, sales opportunities, and projects.
Open Configuration.
Select Emails & Campaigns.
Click + Add under General Email Templates.
Enter the template details and select Save And Open.
Configure the email content and layout using blocks.
You can also set a Standard Sender and a default Email Subject.
Note:
If you use ticketing, leave the email subject empty. Tribe automatically inserts the activity ID to ensure replies are linked correctly.
How Do I Categorise Email Templates?
Categories help you organise and find email templates more easily.
Open the email template.
Select an existing Template Category or create a new one.
Save your changes.
You can also use sub-categories for more detailed organisation.
How Do I Add Blocks To A Template?
Blocks are the building elements of every template.
Open the template.
Click the + icon in the layout.
Select a block from Common Elements, Layout Elements, or Most Used.
Place the block in the desired position.
Blocks can be added above or below existing blocks.
How Do I Change General Block Settings?
Each block includes shared settings and actions.
Select a block to view its settings on the right-hand side
Click the Three Dots to Duplicate or Delete a block
Use the Arrows to change the block order
Use Group to lock multiple blocks together as one layout
What Types Of Blocks Are Available?
Tribe offers several block types, each with a specific purpose:
Text to add written content and merge fields
Image to upload images
Logo to insert your company logo
Image From Field to display images stored in fields
Products to show product details on quotations, invoices, or work orders
Hours Records to display registered time
Columns to divide content into multiple columns
Separator to add a horizontal line
Spacer to create empty space
Page Break to start a new page
Sub Template to reuse existing template parts
HTML to insert custom HTML code
Quick Summary
Templates in Tribe help you create consistent documents and emails using stored CRM data. You can customise layouts with blocks, manage different template types, and reuse standard content. By setting up templates correctly, you streamline document creation and maintain a uniform style across your organisation.