Articles on: Templates & Content Library

Saving a room as a template

Any room can be turned into a template. Do this once your best rep has built the room that actually works — that's your template candidate.

⚠️ Requires org role Admin or Pro.

Save a room as a template

Open the room you want to save.
Click the room menu in the top-left of the left sidebar (next to the room title).
Select Copy as template.
Give the template a name (e.g. "Enterprise sales proposal") and a short description.
Click Save.

The template is now available to everyone in your workspace from the Templates page in the left sidebar.

What gets saved

The template is a snapshot of the room as-is at the moment you save it. Everything that's part of the room's structure and content is carried over:

Every page and its order
Every section within each page
Every block in every section, with its content
Task structure + assignees (who owns what)
Visibility settings on pages and sections
The room's Design tab settings (color palette, etc. — see Per-room theme)

There's no separate "template overrides" layer — what was on the room is what's on the template.

What gets stripped

When a room becomes a template, Katalyz removes anything contextual — things that only made sense for that specific deal, with that specific buyer, on those specific dates. Notably:

Comments (and mentions)
External users (everyone who isn't an org member — buyer-side participants are removed)
Dates — absolute dates on steps, phases, milestones are stripped. Relative dates are preserved, so a template built with relative dates still cascades correctly when used to create a new room.

This means you can confidently template-ify a closed deal without leaking buyer data.

Clean up the template before saving

A real room has things you don't want in a template:

The buyer's name in the welcome text
Pricing numbers specific to that deal
A CTA pointing to a personalized booking link
Testimonials or case studies that don't fit all buyers

Either:

Clean up in the room first, then copy as template, or
Copy as template, then immediately open and edit it to remove specifics

💡 Tip — Use variables (type $ in a text widget) for anything that changes per room — deal name, owner, custom field values. Your template will then adapt to each new room automatically. See Using variables in text.

Rename or delete a template

Templates can be managed from the Templates page (left sidebar). Admins can rename, duplicate, or delete any template. Pro users can edit templates they created.

Updated on: 18/06/2026

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