What is saved in a x.doc document template?

When you create a template, these data get saved into the template -

1. All the content and design changes on the x.doc editor of all sections and their pages.
2. x.doc editor settings such as Default font etc.
3. Under Areas and items, all the general and advanced settings you apply and save.

The data that is not saved into the template is -

1. Products and their pricing
2. Signature elements (if added)
3. Labor values added within the proposal

Updated on: 02/13/2026