Open Templates in the sidebar. Here are the client view templates for proposals and invoices, each shown in your colors and font from the Brand page.
Pick your default template
Choose Invoices or Proposals, then click Set as default on the template you want. Your documents of that type follow it, except a document you gave a different template in the editor.
Customize a template
Click Customize on any template, or New template. When you customize a ready-made template, we make you a copy to change as you like.
- Layout: Classic, Modern Sidebar, or Corporate (proposals only).
- Page style: corner radius, inner radius, spacing, card padding and outline width.
- Blocks: pick a block, or click it in the preview, to change its fill, corners and padding. Reset to page style puts it back.
- Describe the look you want: write a design request for the AI, and it applies it to the template. Each request counts from your monthly AI balance.
Click Save when you’re done.
You need at least one document to preview the design on a real document.
By plan
Delete a template
Choose Delete template. Documents that use it switch to your default template. Deleting can’t be undone. 
