Articles on: Templates & Content Library

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



Standard (copy)

Synced

When dropped into a room

Becomes a fresh independent copy

Stays linked to the source template

Editable in the room

✅ yes

❌ no — read-only inside the room

Updates to the source

Don't propagate

Propagate to every room using it

Best for

One-off insertions, dealroom-specific tweaks

Evergreen content you maintain centrally


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. Switch to the From a template tab.
  4. Pick the synced template and drop it onto the target page.


The section appears in the room with a small sync badge. Hover the section to see the badge — it confirms the section is linked to a template and reflects changes from the source.


Modifier une section synchronisée


Editing a synced section


You can't edit a synced section directly in the room — its content is governed by the source template. 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 — hover the section, click the sync badge, then Detach. The section becomes a regular editable copy in that one room (it stops receiving updates from the template).
  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


Updated on: 18/06/2026

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