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Templates

Browse, filter, and preview document templates

Updated 2026-07-222 min read

Templates

The Templates section is your library of document templates. Browse what is available, preview a template's structure, and manage any custom templates you have added.

Browsing Templates

  • Search templates by name or description.
  • Filter by category: All, Project management, Technical, Business, Compliance, or Custom.

Each template card shows:

  • The template's name and description
  • Its category and document type
  • A Default badge on templates provided as standard

Previewing a Template

Click Preview on any template to open a detail view showing:

  • The template's category and document type
  • Its sections, each with a title and content type
  • The AI prompt attached to a section, when one is defined — this guides AI content generation for that section

Tip

Preview a template before using it for a proposal or document — the section list tells you exactly what structure the generated document will follow.

Custom vs. Default Templates

  • Default templates are provided by Cothon and cannot be deleted.
  • Custom templates (the Custom category) belong to your workspace and can be edited or deleted.

Warning

Deleting a custom template is permanent. Cothon asks for confirmation before removing it.

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