Starting from a template

Templates are pre-built rooms your team has already designed and approved. Starting from a template is the fastest way to send a polished room — you skip the blank page and focus on personalizing.

When to use a template

Pick a template when you're sending a room for a recurring use case:

• A sales proposal
• A mutual action plan (kickoff, onboarding)
• A quarterly business review (QBR)
• A renewal
• An RFP response

If it's a one-off, highly custom deal, starting from scratch or duplicating an existing room may be faster.

Create a room from a template

1. On your dashboard, click + New room.
2. Select From a template.
3. Pick the template that fits the moment.
4. Give the new room a title — this is what your buyer will see.
5. Click Create.

Katalyz copies the template's structure, widgets, and branding into your new room. Nothing is linked — if the template is updated later, your existing rooms aren't affected.

What gets copied, what doesn't

Copied from the template:

• Pages and their order
• Sections within each page
• All widgets and their content
• Task assignees (who owns what)
• Per-room branding overrides
• Default language

Not copied (these start fresh for each new room):

• Participants
• Activity history
• Comments
• Task progress (completion state resets — everything comes in as "not done")

Personalize before you send

A template is a starting point, not a finished room. Most personalization happens automatically — here's what you get for free, and what's left to you:

Automatic:

• Welcome message, titles, and any copy using $ variables resolve to real values as soon as you fill in the relevant fields (buyer's name, company, deal value, etc.) — see Using variables in text
• The buyer's logo is pulled automatically via our Brandfetch integration (if you use co-branding) — see Per-room theme

Your job:

• Add buyer-specific context — their challenges, meeting notes, quotes from your discovery call
• Swap generic references for specific customer stories, use cases, client references, blog posts that resonate with this buyer's situation
• Review and adjust pricing, dates, and any numbers that need to match this specific deal

Creating and managing templates

Admins and Pro users can create templates three ways:

• From scratch — build directly from a blank canvas
• By duplicating an existing template and editing from there
• By saving an existing room as a template

The third approach is usually easiest — take a room that already works well and save it as a template. Learn how in Saving a room as a template.

Related articles

• What is a template?
• [Creating a room](→ 02-rooms/01-creating-rooms/01-creating-a-room)
• Duplicating a room

Updated on: 18/06/2026