Best Template

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Hello,

I'm looking for the best template that could help me create a payment plan for cases that have settlement payments. It would contain the settlement total along with progress payments. A schedule/calendar reminder to keep me on track when I need to issue next payment. Also, actual vs total columns. In addition, columns to check when payments from source are received and then payments to client that are sent.

Answers

  • Marcela
    Marcela Employee Admin
    edited 05/14/24
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    Hello @Sandy Wheeler,

    Have you tried to take a look at the Smartsheet Template Gallery?

    The template gallery helps you save time creating solutions to improve your work processes. Use templates to discover new capabilities, learn best practices, and get more from Smartsheet.

    Explore the template gallery

    1. Select the Templates icon on the left sidebar. Or go to Template Gallery.
    2. Select a category from the dropdown at the top of the page. Use filters to narrow your search. 
    3. Select the Template thumbnail for a description and live preview of the solution. Use the icons below the preview window to see each included element. 
    4. Select Use template in the top right corner. The template and its contents load as a new workspace in your account. https://app.smartsheet.com/r/template-gallery

    More information can be found in our help center article: Organize your work with templates from the template gallery

    Greetings!