> ## Knowledge Base Index
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> Use this file to discover available pages before exploring further.
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# Section templates (micro-templates)

**Section templates** — sometimes called **micro-templates** — are reusable pieces smaller than a whole room. You save a section from one room as a template, then drop it into any other room from the **+ Add section** popover on the floating build bar.

If a **room template** is the equivalent of a full document, a **section template** is a saved paragraph or chapter you reuse.

## When to use a section template vs a room template

| Use a **room template** when... | Use a **section template** when... |
|---|---|
| You're starting a whole new room | You're adding a reusable piece to an existing room |
| The entire structure (pages + sections + widgets) is reusable | Just part of it is reusable (e.g. "your team," pricing widget, standard T&Cs) |
| You send the same type of proposal repeatedly | You sometimes need to drop in a specific narrative — case study, legal clause, team intro |

Most teams end up with **3–5 room templates + 10–20 section templates** — different scales of reuse.

## Save a section as a template

> ⚠️ Requires org role **Admin** or **Pro**.

1. Open the room (you're in edit mode by default).
2. Select the section (its selection pill appears above it).
3. Click the **⋮ More** chip on the pill → **Copy as template**.
4. Give it a name and optional description.
5. Save.

The section template is immediately available to everyone in your workspace.

You can also reach the same command from the section's three-dot menu in the **Navigate** tab of the left sidebar.

## Use a section template in a room

1. Open any room in edit mode.
2. On the floating build bar at the bottom of the editor, click **+ Add section**.
3. In the popover, switch to the **From a template** tab (search or scroll the list).
4. Drag the template onto the target page.
5. Drop. The template expands inline into a new section with all its widgets.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/5/4/8/554891f22af0b400/screenshot-2026-06-18-at-10130_930vtc.png =737xauto)

## What gets copied

A section template stores:
- The section's **title**
- All **widgets** inside it (text, video, document, CTA, contact, etc. — including their content)
- Visual / layout settings on the section

When you drop it into a room, it becomes a fresh **copy** — editing the dropped section doesn't affect the template, and updating the template later doesn't retroactively change rooms that already use it.

## What doesn't carry over

Some block-level data is deal-specific and doesn't travel with the template:

- Signature envelopes in flight
- Comments and mentions
- Activity on individual widgets
- Placeholder values (these start fresh per room)

## Organizing section templates

Section templates are available from the **+ Add section → From a template** popover inside any room. They're also surfaced on the **Templates** page (left-sidebar entry of the org-level dashboard), where you can manage them alongside room templates.

Naming conventions that scale:
- `Case study — [Company]`
- `Pricing — Enterprise`
- `Team bios — Customer Success`
- `Legal — Standard MSA`
- `Demo video — Product overview`

## Great section template candidates

- **Case studies** — one template per reference customer
- **Your team intro** — photos, titles, booking links for the rep + CSM + SE
- **Pricing narratives** — one per plan tier
- **Legal clauses** — MSA, DPA, standard T&Cs
- **Welcome / intro widgets** — personalized greeting with video
- **Next steps checklists** — common action items

## Editing and deleting

Same rules as room templates:
- **Edit** — changes apply to future insertions, not existing rooms
- **Duplicate** — create a variant
- **Delete** — permanent; rooms already using the template keep their copy

## Related articles
- [What is a template?](https://katalyz.crisp.help/en/article/what-is-a-template-16a5tal/)
- [Saving a room as a template](https://katalyz.crisp.help/en/article/saving-a-room-as-a-template-55rls8/)
- [Using a template to create a room](https://katalyz.crisp.help/en/article/using-a-template-to-create-a-room-1t2ymyx/)