Synced section templates — update once, propagate everywhere

A synced section template is a section template that stays linked to its source when you drop it into a room. Edit the source once, and every room using the synced version updates automatically.

It's the opposite of the default behavior, where a section template is dropped as a copy that lives its own life from then on.

Built for evergreen content you maintain in one place — pricing, legal clauses, your team intro, an "about us" section — and want consistent across every room.

Sync vs. copy at a glance

Turn a section template into a synced template

1. Open the section template (Templates → Section templates → pick one).
2. At the top-right of the template editor, click the Synced / Not synced toggle.
3. Confirm. The template is now marked Synced.

You can flip a synced template back to Not synced at any time. New rooms drop the template according to its current state at the time of insertion.

Add a synced template to a room

1. Open any room in edit mode.
2. On the floating build bar, click Add section.
3. Find it in the From a template list.
4. Pick the synced template and drop it onto the target page.

The section carries a small Synced badge (a link icon plus the word Synced) in its corner, confirming it is linked to a template and reflects changes from the source. The badge is always visible in edit mode and hidden in presentation mode.

Editing a synced section

You can't edit a synced section directly in the room — the section toolbar, block editing, dropping new blocks and the Design panel are all disabled on it. To change it, you have three options:

1. Edit the source template — open the template, edit it once, and every room using the synced version updates. This is the main use case.
2. Detach the section in the room — click the Synced badge on the section and confirm. The section becomes a regular editable copy in that one room and stops receiving updates from the template. This can't be undone from the room.
3. Flip the template to Not synced — affects only future insertions; sections already dropped as synced stay synced.

Synced templates inside room templates

You can include a synced section template inside a room template. When that room template is later used to create a new room, the synced section is dropped as a synced instance — keeping the central-update behavior. Detach in a specific room if you need to customize.

What can't be synced

Sections that contain time-sensitive, room-rooted content can't be made synced:

• Steps widgets — steps are anchored to a specific deal's timeline, dates, and assignees
• Timeline widget — same reason; phases, milestones, and steps are deal-specific

If you toggle Sync on a template that contains either of these, you'll see an explanatory error. Remove the Steps / Timeline widget, then re-toggle.

Other widgets (Text, Image, Video, Document, Link, Contact, CTA, Signature, Field, etc.) can all be part of a synced template.

Practical patterns

• Pricing — one synced template per plan; raise prices in one place
• Legal — Standard MSA / DPA — one source of truth; edits propagate to every deal in flight
• Team intro / Your team at Acme — one synced section across all your rooms; swap a CSM photo once
• Product overview — keep messaging consistent as positioning evolves
• Compliance / security one-pager — update SOC 2 status everywhere with one edit

Related articles

• Section templates (micro-templates)
• What is a template?
• Adding and reordering pages and sections

Updated on: 01/10/2026