Batch workflows

Repeat the work. Skip the repetition.

Use saved clients, rates and approved layouts to prepare repeated work. Review inputs and outputs before applying changes or downloading a batch. Business or trial access and technical limits apply.

Product notes by Use My Template · Reviewed 8 October 2026 · Product status

Start with clean records

Preview CSV or ZIP imports, review row actions and confirm contact or project merges. Preserve source history rather than silently replacing records.

Prepare a batch

Create drafts from approved templates and structured inputs. Check client identity, scope, totals and field fit before downloading generated documents. A batch does not send anything to clients.

Keep commercial judgment with you

Client memory stores reviewed facts and sources. Reminders and follow-up drafts help organize next steps; they do not automatically deliver messages or establish payment.

YOUR NEXT GOOD THING

Make room for your work.

Start with a client, a supported PDF or a starter layout. Your private workspace keeps the next step close.

Open your workspace ↗Try the sample demo ↗

Repeat the work. Skip the repetition.

Start with clean records

Prepare a batch

Keep commercial judgment with you

Continue exploring

Remember the relationship, not just the file.

Pay for less busywork.

From an agreed scope to a clear invoice.

Make room for your work.