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Templates save time and ensure consistent language across offers.

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Create templates

1

Open Company → Benefits

Manage your standard company benefits.
2

Add a template

Click “Add Benefit” and fill in Type, Name, and Description. Optionally add a URL or upload a PDF.
3

Edit or delete

Use the row actions to update or remove a template.

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Use templates in offers

Import into an offer

In the Benefits tab, click “Import from Templates.” We skip duplicates.

Customize after import

Edit wording, add plan links, or attach PDFs specific to the role.
Keep template names concise so they read well on the offer page.