When deciding on a name for your template, pick something that indicates when, where or by whom it should be used. Accurate naming can improve searchability + reduce redundant duplications.

Duplicating an existing template? consider renaming completely or adding an indication of the duplication.

Pro Tip💡Want to add additional details to indicate the use case for the template? Consider using the “Description” area. This will appear below the template name on the tile in your gallery:

Starred templates help you keep your favorite templates readily available.

Pro tip💡 stared templates are displayed first when listed as suggested template insert option within a note.

Dooly suggests note templates based on following criteria in the order listed below:

If there are multiple matches in one of the above criteria, then secondary sort is by owner, and tertiary sort is recency of last update. If no templates match the above criteria, we will display (upto 5) other starred templates, followed by non-starred templates, sorted by owner, or recency of last update.

Pro tip💡 Ask us about how to enable an AUTO INSERT template feature. If suggested templates has only ONE matching result, we can turn on a feature that enables it to auto insert into your note.

Up to 5 tags can be added to each template. Click on the tags in the template gallery to see groups of templates.

Pro Tip💡Tags by role, region or stage are a great way to organize and filter templates in your gallery.

First-call scripts, discovery questions, MEDDICC, demo, negotiation, account plan, handover, renewal, advocacy plays, success plans, and summary emails for customers.

Explore our template gallery for inspiration for template structure, Salesforce fields, and key questions to ask.