> ## Documentation Index
> Fetch the complete documentation index at: https://docs.aroramcp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Templates: save and reuse quote content

> Save a configured quote module — like a polished testimonial — as a named template, then reuse it on future quotes. Manage your whole library conversationally through your assistant.

A template is a saved piece of quote content. When you get a quote module just right — a polished customer testimonial, a standard scope blurb, a set of terms — Bridge can save it under a name so you can drop it into future quotes instead of retyping it. You build a small library once and reuse it forever.

Templates are managed conversationally: you ask Bridge in plain English to save, find, update, or remove them — no separate screen to learn.

## What a template contains

<AccordionGroup>
  <Accordion title="A name" defaultOpen>
    How you refer to it later — for example, `Greater New Unity — 10 star`. Names are unique within a module type, so saving a new one under a name that already exists is caught rather than silently duplicated.
  </Accordion>

  <Accordion title="A module type">
    Which kind of quote module the template is for — a testimonial, a scope item, and so on. Listing your templates for a given type is how you find the right one to reuse.
  </Accordion>

  <Accordion title="The content">
    The configured fields themselves — for a testimonial, that's the quote, who it's attributed to, their organization, and the star rating. Bridge stores this as-is and hands it back exactly when you reuse it.
  </Accordion>
</AccordionGroup>

## Managing templates from the Command Center

Everything is driven by plain-English commands. Bridge picks the right action for you.

| You want to…                | Say something like                               |
| --------------------------- | ------------------------------------------------ |
| Save new content            | `Save this testimonial as "Greater New Unity"`   |
| See what you've saved       | `List my saved testimonials`                     |
| Load one to reuse or review | `Show me the "Greater New Unity" testimonial`    |
| Change one                  | `Update "Greater New Unity" with this new quote` |
| Remove one                  | `Delete the "Old Draft" testimonial`             |

<Note>
  Your template library is tied to your connected HubSpot account. You see and manage only your own account's templates — never another organization's.
</Note>

## Save as new, or update in place

When you save, Bridge either creates a new template or overwrites an existing one:

<Steps>
  <Step title="Save as new">
    Give it a name that isn't in use yet and Bridge creates a fresh template. If the name is already taken, Bridge tells you instead of quietly overwriting — so you can pick a different name or update the existing one on purpose.
  </Step>

  <Step title="Update in place">
    Point Bridge at a template you already have and give it new content or a new name. It overwrites just that one, keeping everything else in your library untouched.
  </Step>
</Steps>

<Tip>
  Editing or deleting a template never changes quotes you've already built. Reusing a template copies its content into that quote, so your saved library and your live quotes stay independent.
</Tip>

## Use case examples

<CardGroup cols={3}>
  <Card title="Reusable testimonials" icon="quote-right">
    Save your best customer testimonials once and drop the right one into every new quote — no re-typing the quote, name, and organization each time.
  </Card>

  <Card title="Standard scope language" icon="list-check">
    Keep your commonly used scope-of-work wording as templates so every quote describes the work the same, polished way.
  </Card>

  <Card title="Team consistency" icon="users">
    Everyone on your HubSpot account draws from the same saved library, so quotes stay on-brand no matter who builds them.
  </Card>
</CardGroup>

## Related concepts

<CardGroup cols={2}>
  <Card title="Command Center" icon="terminal" href="/concepts/command-center">
    Where you save, find, and reuse templates in plain English.
  </Card>

  <Card title="Connectors" icon="plug" href="/concepts/connectors">
    Connect your HubSpot account so Bridge knows which library is yours.
  </Card>
</CardGroup>