Dynamic & Centralized Templates & Blocks

Pulse 360 changes how you generate deliverables, eliminating concerns about formatting and structure. Here’s how:

• Customization and Flexibility: Easily modify templates to suit your needs. For example, removing or adding sections like ‘Education’ in an agenda is as simple as a click, with automatic reformatting.
• Seamless Integration with Notes: Your entered notes on the left panel seamlessly integrate with these templates, transforming them into polished deliverables.
• Email-friendly Formats: Convert formal agendas into email-friendly versions directly within Pulse360, bypassing the hassle of copy-pasting and formatting issues.

Diving Deeper into Templates

Let’s take a closer look at how these templates function:

• Hardcoded and Dynamic Elements: Templates feature a mix of hardcoded elements (like standard greetings) and dynamic merge fields that change based on the information entered.
• Formatting Flexibility: Customize how different topics appear in your documents, such as bullet points for tax topics or check boxes for client action items.

The Efficiency of Blocks

Blocks in Pulse360 are reusable content segments that you can use across various templates. This feature significantly saves time and ensures consistency in your documents. For instance, updating a common email signature block will automatically update all templates containing that block.

Managing and Creating Templates

• Editing Templates: Easily edit templates to add new topics, change formatting styles, or update reusable blocks.
• Template Previews: Preview how changes in templates will appear in the final document, giving you control over the presentation.
• Customization Options: Tailor the appearance of topics in your templates, like choosing between bullet points or numbered lists.