Templates can be used through the Web Portal and the App as starting point for a new email / SMS / Letter through the CRM in Formitize.
When you open a template, it is pre-formatted so you can simply use it as is or add new data, its especially helpful when using the same content over and over again. Placeholders can also be utilised to make sure that each template uses information from CRM contacts and Company details.
Lean more about how to use templates here.