Drum

Ben Walker

Create reusable templates and look up document merge fields.

Templates & Documents

How to manage quote templates and quote document (Word) templates in Drum.

Quote Templates and Quote Document Templates in Drum

The fields available when creating dynamic documents with the Drum dynamic document generator.

Dynamic Document Generation Reference

Look up the merge fields available to Word document templates.

Reference

Drum uses a template based system for projects, opportunities and propoasls, allowing for consistent workflows and ensuring that you don't have to manually enter data unecessarily.

Creating Your Key Drum Templates

Create and manage reusable Drum templates.

How-to Guides

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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