Create custom templates

On Xtensio’s plans, the owner, admin, and team members can save custom templates to simplify the process of creating consistently branded documents. You can save personal templates or create shared team templates for everyone to reuse internally.

  • Save any folio as a template. Customize one of Xtensio’s pre-made templates or create something from scratch. Click the 3-dot folio menu, both on your dashboard or in the edit view. Then click “Save as Template”
  • Create a personal template or create a shared team template. Templates saved to “My Templates” will only be seen by the owner of these templates. Templates saved to “Team Templates” will be accessible by all team members on the shared workspace.
  • View and edit “My Templates.” Click the “Templates” tab at the top left of your dashboard view and select “My Templates” to see your saved personal templates.
  • Use “Team Templates” by clicking the link at the top of the templates page. Click to save any shared team template as a new folio. Note: Only the team owner and the template owner will be able to edit the template itself.
  • Turn link sharing on to publish and share. Copy the template URL, email it to colleagues or clients directly, or embed it into your website to share with potential customers. Your viewers can make a copy of your folios and start editing.
  • You can even add password protection. That way only people who have the password can access and use the template. Learn more.

Once you’ve turned link sharing on for your templates, the app will start collecting engagement data on your shared template link.

  • See basic analytics for your custom templates. Click the 3-dot template menu under “My Templates”.
  • Select “Template stats”. View how many times it’s been used, viewed, how many edits have been made, and more. Learn more about folio stats.

 

Template Stats

 

Learn more about managing account settings here.

 

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FAQs

Xtensio is the easiest way for teams to create, share, and manage all of their business documents. You can create stunning pitches, sales sheets, reports, case studies, agendas, and more, with no design experience. You can add images, videos, tables, buttons, and other interactive modules to your folios. Drag and drop, resize, change backgrounds, colors. Share a link. Present a digital slideshow. Export a PDF/PNG.

A folio is a live webpage, a full-screen digital slideshow presentation, and an exportable PDF/PNG document all-in-one. Folios are responsive, collaborative, and completely customizable.

You can start from an instructional template, editable example, or a blank folio to build all your business documents and presentations with the ease of drag and drop. Add team members and guests to work together in real-time on the cloud. Changes instantly sync to the live version of the folio so both internal and external stakeholders are always up-to-date. Folios are the next generation of flexible documents and presentations.

You can create any sort of business content you need – one-pagers, fact sheets, pitches and proposals, press releases, employee handbooks, reports, strategy canvases, landing pages, and more. Check out our library of instructional templates and editable examples.

A folio is your personal copy made from a template. It’s a live page you can edit, collaborate on, and share. Instructional templates guide you in creating a variety of business content

Yes. All Xtensio plans include 128 bit SSL encryption and backups to ensure your data is secure. You can make shared folio links private and even password protect them for added security. Here’s more on the range of sharing options on Xtensio, from completely private to public.

What makes Xtensio so great is the variety of options you have to share your work. You can invite users to collaborate. You can present your work as a full-screen digital slideshow. Export it as a PNG or PDF. Share it as a live web link or embed it on your website. Xtensio is the most flexible platform for sharing business collateral.

Our plans are meant to be collaborative. You can add 2 Free guests on the Basic Access and unlimited guests on the Full Access plan. You can also add team members to your plans with a seat cost. You can check out features, pricing and details here on our pricing page.

 

Unlike other presentation or document creators, Xtensio works like a web builder so you can easily drag and drop interactive content, customize the layout, and change colors, fonts, backgrounds to get professional-looking business content out the door quickly, without needing a designer.

You can collaborate with team members and guests to work together in real-time on the cloud. And the flexibility to share folios as live web links, digital slideshow presentations, or exportable PDF/PNGs means you don’t have to jump between tools when creating different deliverables. Check out this page to see how Xtensio outpaces the competition.

Yes. You can upgrade, downgrade, switch between monthly or yearly options, or cancel at any time. To make changes, go to your billing settings.

If you cancel your plan, premium features will remain active until the end of your current billing period. When the subscription expires, your account will be removed from the system entirely.