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Start with Features for product scope, Industries for example workflows, Integrations for platform routes or Guides for practical explanations. Help and Product status explain what is available in the private app.
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Every public page is linked below. Product descriptions distinguish working tools from planned integrations; guides explain reviewed workflows and limits.
Product notes by Use My Template · Reviewed · Product status
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Product
One document. A more connected business.
Reuse your own PDF templates, manage clients, prepare business documents and edit PDF copies in a private Use My Template workspace.
Explore ↗Template reuseKeep the format people recognize.
Learn how approved document templates retain your branding while client details, line items and totals change. Explore a visual comparison.
Explore ↗Client memoryRemember the relationship, not just the file.
Explore a lightweight client workspace for contacts, approved rates, preferences and document history, with clear sources and review boundaries.
Explore ↗Document reviewA second look before the next step.
Understand checks for totals, missing details, document versions and template fit, plus the limits of automated review in client paperwork.
Explore ↗Follow-upsKeep the work moving, thoughtfully.
See how document history can support reminder drafts, review tasks and recurring paperwork without confusing a drafted message with a sent one.
Explore ↗Who it is forDifferent work. The same care for detail.
Explore document workflows for creative studios, floral designers and architectural practices, using distinctive sample templates and fictional records.
Explore ↗Creative studiosMore creative work. Less recreating paperwork.
Explore a photography and creative-studio quotation workflow for shoot days, edited deliverables, project details and connected invoice drafts.
Explore ↗Floral designersEvery arrangement starts with the details.
Explore floral-design proposal workflows for event dates, arrangements, quantities, setup and review, with a distinctive sample stationery design.
Explore ↗Architectural practicesPrecision, from the first page.
Explore a structured estimate workflow for architectural and design practices, with phased scope, clear exclusions and controlled document revisions.
Explore ↗IntegrationsYour assistant. A shared workspace.
Connect compatible AI assistants to one document workspace. Compare ChatGPT, Claude, Gemini, Copilot Studio and Perplexity setup and verification status.
Explore ↗Hosted MCP previewYour documents, through ChatGPT.
Connect ChatGPT to shared document workflows. Setup, file handling, plan limits and current acceptance status.
Explore ↗Hosted MCP previewYour documents, through Claude.
Connect Claude to shared document workflows. Setup, file handling, plan limits and current acceptance status.
Explore ↗Hosted MCP previewYour documents, through Gemini.
Connect Gemini to shared document workflows. Setup, file handling, plan limits and current acceptance status.
Explore ↗Hosted MCP previewYour documents, through Copilot Studio.
Connect Copilot Studio to shared document workflows. Setup, file handling, plan limits and current acceptance status.
Explore ↗Hosted MCP previewYour documents, through Perplexity.
Connect Perplexity to shared document workflows. Setup, file handling, plan limits and current acceptance status.
Explore ↗GuidesPractical answers, before you automate.
Learn how to prepare reusable templates, move from quotes to invoices and choose between connected AI, BYOK and managed inference.
Explore ↗Workflow guideMake the first template a good one.
A practical checklist for choosing a source document, identifying changing fields, removing old data and testing layout before repeat use.
Explore ↗Workflow guideFrom an agreed scope to a clear invoice.
Understand which details transfer from a quote to an invoice, how deposits affect balances and why acceptance, delivery and payment stay separate.
Explore ↗Architecture guideChoose where the intelligence runs.
Compare connected assistants, bring-your-own-key APIs and managed AI for document workflows, including billing, background jobs and approval boundaries.
Explore ↗PricingPay for less busywork.
Compare Free, Solo RM29/month and Business RM79/month. Understand annual billing, the no-card trial, document allowances and separate AI costs.
Explore ↗AboutBuilt around the paperwork you already know.
Meet Use My Template: your own document layouts, client records and PDF tools, with hosted MCP connections in preview.
Explore ↗Data and trustClear boundaries build trust.
Understand Google sign-in, private file storage, workspace access controls, reviewed changes and the limits of Use My Template early access.
Explore ↗Privacy noticeKnow where your work goes.
How the public demo and signed-in Use My Template workspace process account information, private files, cookies and saved records.
Explore ↗Customer termsYour work. Clear terms.
Use My Template subscription prices, renewal, cancellation, seven-day first-payment refunds, support and early-access product boundaries.
Explore ↗Product statusWhat you can try. What comes next.
See which Use My Template interactions are demonstrated and which capabilities still require production implementation, testing or platform approval.
Explore ↗HelpA few useful answers.
Get started with your private workspace, own PDF templates, reviewed downloads, supported formats, account settings and pricing limits.
Explore ↗PDF studioGive every PDF a proper workspace.
Review, annotate, organize pages and edit supported PDF copies. Understand text, forms, redaction and signature-graphic limits before you start.
Explore ↗Batch workflowsRepeat the work. Skip the repetition.
Prepare batches, review CSV and ZIP imports, merge duplicate contacts and keep document history with Business or trial access.
Explore ↗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.