Creating templates

Important note: We're making significant changes to Onthen and so many of our help guides are currently outdated. We're bringing the content up-to-date very soon.

Click Templates on the left hand menu, and then click the Create template button (top right).

Once you've given the template a name, click Create. You'll be taken to the template editor to start building your template next.

From deal to done, in minutes

Onthen centralizes your onboarding process into one branded, frictionless task page. No more email chains, no more chasing up.

Your branding
Syncs with HubSpot
Chases up for you