Creating Document Templates

Creating document templates in ETB Developer is a streamlined process that allows you to build both Proposal and Design templates tailored to your company’s needs. This guide walks you through each step of the creation process.

Step 1: Navigate to the Document Template Library
1. From the top navigation bar, click the ‘More’ drop-down menu.

2. Select ‘View All Document Templates’.

3. You’ll be taken to the View All Document Template table , where you can view and manage all existing templates.

Step 2: Start a New Template
1. Click the ‘+ Document Template’ button.

2. A dropdown will appear prompting you to choose:

Blank Templates: Start from scratch and build your document from the ground up. 

Gallery Template: Choose from pre-built templates in the Document Template Gallery.

Both of these options allow you to create 2 types of documents:

• Proposal Template – for general, non-design-specific documents (e.g., About Us, contracts, educational content).
• Design Template – for documents tied to a specific system design (e.g., PV system specs, rate schedule, cost/savings analysis).

Tip: Energy Toolbase regularly adds new templates to the gallery - check back often to refresh content. 

Step 3: Customize your Template
When you select a gallery template: 

• A copy is created with "- Copy" appended to the name.
• You'll be directed to the "Edit Document Template" screen. 
• From here, you can: 
  • Modify text, images, and layout.
  • Insert dynamic fields
  • Apply your company's branding and styling

Blank Templates: Start from scratch and build your document from the ground up. 

Gallery Template: Choose from pre-b111uilt templates in the Document Template Gallery.

Final Notes

• Every new template can be customized to reflect your company’s voice and visual identity.
• Once finalized, your template will be available for use in proposals or designs.