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PBJ Templates

Write your emails, invoices and contracts once, and let the CRM fill them in.

Stop retyping the same email, invoice header and contract every week, and stop sending emails that start ‘Hi ,’. Build each one once; PBJ CRM fills in the customer.

$25 one-time per major version · One key covers 3 sites · Requires PBJ CRM (latest version) ($50)

Buy PBJ Templates — $25
View PBJ Templates changelog
The template builder for Harbor Heating appointment confirmation, a marketing email. Build and Preview tabs, Undo and Save. Blocks on the left (Heading, Text, Photo, Button, Two columns, Three columns, Divider, Space), the email canvas in the middle and Customer data fields on the right.

What it does

Every message, one place

Marketing emails, automatic notices, invoice layouts, signatures and letters, built in one library.

Customer details fill themselves

Names, companies and amounts drop in from your CRM records, with a fallback so nobody gets ‘Hi ,’.

Contracts signed on a phone

Send a document to sign from the customer’s record; they sign with a finger and the signed PDF is filed back to them.

Pay once. Own it.

No subscription

$25 one-time per major version for Templates, $50 one-time per major version for the CRM it plugs into. Updates are free for the whole major version.

Three sites, one key

Use it on your own site and two more, such as a second brand or a client you set up.

Your customers stay on your server

Templates runs inside PBJ CRM on your own WordPress site, so the customer details it fills in never leave it.

How it fits PBJ CRM

PBJ Templates is a module, not a standalone plugin. It adds a Templates library and a drag-and-drop designer to your PBJ CRM portal. Everything it fills in comes from the CRM you already run.

Templates adds

  • The template library (seven kinds)
  • The drag-and-drop designer
  • Customer-field merge with fallbacks
  • Previews on computer, phone and dark mode
  • Invoice and estimate layouts
  • Team signatures and letters
  • Documents to sign

PBJ CRM supplies

  • Your people and businesses
  • Staff profiles and groups (who may edit)
  • Customer files and photos
  • The connected mailbox that sends
  • Marketing campaigns, lists and tags

Switch a template back to draft, or remove the module, and the CRM sends exactly as it did before.

See it in two minutes

From blank page to sent

The email template designer in PBJ CRM with a block palette, a marketing email on the canvas and a panel of merge fields from the CRM

Drag, drop, done

Open a template and you get a canvas. Drag in headings, text, photos, buttons, columns and your letterhead. It builds the table-based email that Outlook and phones display, plus a plain-text version, and saves as you work.

Customer details fill themselves

Click a customer field, or type two curly brackets to search. For each one, choose what shows when the record is empty. Pick a real customer to see the actual values.

See it on every screen

Preview on a computer, a phone and a phone in dark mode. It flags a photo with no description, a subject line a phone will cut off, or a field with nothing behind it.

The preview of a marketing email in PBJ CRM filled in for a chosen contact, shown in normal and dark mode next to the plain-text version
The Things worth fixing and Take it away cards. Take it away lists Download the HTML, Copy it to the clipboard, Send a test to me and a Send it as a marketing email button.

One click to a campaign

In the preview, press Send it as a marketing email. The CRM’s send screen asks who gets it, what it says, who it comes from and when, and shows who will receive it and who is left out, with the reason. Sending uses a mailbox connected in the CRM.

Invoices on your letterhead

Lay out invoices and estimates with your letterhead, columns, totals and closing words; Letter or A4. Make a sample PDF prints your longest real invoice first, so you catch problems early. Needs PBJ Invoicing.

Contracts signed on a phone

Drop signature and initials boxes into an agreement. From the customer’s record press Send a document to sign; they sign on their phone, the signed copy is filed against them, and the Documents tab shows where each one stands. The link goes only to the address on record and closes after 30 days.

The designer in PBJ CRM showing a service agreement with an initials box and two signature boxes
The preview of a service agreement in PBJ CRM with the customer name and business filled in, shown in normal and dark mode

One signature for the team

Build the sign-off once; each person’s name, title, number, email and photo fill in from their staff profile. Copy it into Gmail or Outlook in one press.

The template designer in PBJ CRM on a phone, showing the title, save controls and the list of blocks

Notices and phones

Ticket-closed, visit-reminder and invoice emails take your design when published, and go back to plain text if you unpublish. Build on a phone with Blocks and Preview tabs.

Works with the PBJ suite

Requires PBJ CRM (latest version), installed and active.

Built for owner-run service businesses

Hospitality and venues

Build your marketing emails and send them now or at a time you pick.

Events and AV

Send contracts to sign; clients sign on a phone, filed back as a PDF.

Professional offices

Letterhead letters and documents to sign, filed back as a PDF.

Five everyday examples, step by step. Your own business will look different, but the pattern is the same.

Trades and field service (roofing, HVAC, plumbing)

A heating company designs its visit-reminder email once with its logo and the arrival-window block, and every reminder after that carries the customer’s name and time. A roofer builds a work authorisation with a signature box and an initials box, then presses Send a document to sign from the customer’s record; the customer signs on their phone and the signed copy is filed against them. In the van, the technician takes a photo, which goes into the customer’s file and the email in one press.

Managed IT and tech support

An IT firm writes its service agreement once, with a customer signature box and its own, and sends it from each new client’s record. Ticket-closed notices go out in the firm’s colours instead of plain text, and each engineer’s signature fills in their own name, title and direct number from their staff profile. A monthly marketing email to the saved list of clients with a service contract is built in the same designer, previewed in dark mode, and sent from the CRM.

Hospitality and venues (bars, restaurants, event spaces)

A venue builds a private-event agreement with initials boxes beside the deposit and cancellation terms, and sends it to the organiser to sign on a phone. A seasonal offer goes to a saved list, with the screen showing exactly how many will receive it and how many are left out and why. A holiday-closing portal notice appears on the pages customers see, and the invoice layout carries the venue’s letterhead.

Professional offices (law, accounting, insurance)

A firm lays out its engagement letter on its letterhead with the client’s name and company filled in from the record, and sends a signable engagement agreement with initials where the client must initial. Each partner’s signature fills in from their own profile, so a changed phone number is typed once. Invoice and estimate layouts match the firm’s paper, with Letter or A4, page numbers and a repeating header on page 2.

AV, music and events production

A production company builds a show agreement and a technical-rider acknowledgement as signable documents, then sends them from the client’s record, where the Documents tab shows who has signed. Estimates print on its own layout, previewed with a real long estimate first. The marketing email announcing a new season pulls photos from past shows straight from the customer files, each with a short description, and the crew can build or tweak an email from a phone.

One-time pricing

PBJ Templates: $25 one-time per major version. Free updates for that major version. One license key covers 3 sites.

Requires PBJ CRM (latest version): $50 one-time per major version, sold separately. Invoice layouts and signed-document PDFs also need PBJ Invoicing.

See PBJ CRM

Getting started

  1. Install the hub first. Install and activate PBJ CRM (latest version), then install PBJ Templates from your download link.
  2. Open the library. Open Templates from the CRM Settings directory and press Make a template. Pick the kind, name it, and say who can change it.
  3. Design it. Drag in blocks, click customer fields to fill them in, set your colours, then check it in Preview on a computer, a phone and in dark mode.
  4. Publish it. Publish the template and, if you want, make it the default for its kind. Send a marketing email from its preview, or send a document to sign from a customer’s record.
  5. Enter your license key in Settings so updates reach you.

Buy PBJ Templates

$25 one-time per major version   Includes a license key for 3 sites, instant download, and free updates within this major version. Requires PBJ CRM (latest version).

PBJ Templates — $25 Purchase

Secure one-time purchase of PBJ Templates for $25 USD. One-time payment per major version — every update within this major version is free through the built-in updater, and your license key covers 3 sites. Requires PBJ CRM (latest version). Pay by card below; your download link and license key are emailed and shown instantly.

Amount: 25.00 USD