The template gallery offers existing templates for Slides documents and HTML webpages. Start by choosing a template you can use as it is, without changing its structure or configuration.
If a template does not fully meet your needs, you can customize it yourself or contact your Account Manager (AM) to discuss customization credits with Ezus.
1. How do I access the template gallery?
The gallery is accessed from the Documents tab. The section you open depends on whether you need a Slides document or an HTML webpage.
For Slides documents
Open the Documents tab.
Select Proposal and Click the Model Gallery button in the upper corner.
For HTML webpages
Open the Documents tab.
Select Webpages and Click the Model Gallery button in the upper corner.
You can then browse the available templates for that format.
2. How do I choose the right template?
Start with your client profile and the document’s purpose, then check what the template contains, where its information comes from, and how the final result looks.
Choose according to your client profile and document type
Templates may be designed for different client profiles, such as MICE or FIT, and for different types of documents.
For example, you may be looking for:
a proposal for FIT projects;
a MICE presentation;
a voucher;
a contract.
Use these criteria first to narrow down the available templates.
💡 Before opening the gallery, define what you need in one sentence, for example: “I need a proposal for my FIT projects.”
Check what information the template includes
Read the template description in the gallery before selecting it. It indicates what the template is designed to display and gives you an overview of its structure.
For example, check whether it includes the information that matters for your document, such as:
a program overview;
a detailed day-by-day itinerary;
accommodation;
transport;
descriptions;
images.
Choose according to the information you need to communicate, not only according to the template's appearance.
Understand where the information comes from
Templates automatically retrieve information already entered in Ezus. Depending on how a template has been configured, its content can come from different parts of the platform, for example:
project information, such as the project title or customer information;
the program, including days, accommodation, activities, and transport;
descriptions and images entered in the project or program;
product information, when the template has been specifically configured to retrieve it;
other information linked to the project, such as destinations.
This matters because similar information can exist in several places in Ezus.
For example, a template displaying accommodation could be configured to show the accommodation linked to each day, while another could display information from a different level of the project.
The easiest way to understand what a template retrieves is to:
read its description in the gallery;
generate it using a representative project;
compare the generated result with the information entered in Ezus.
💡 Test templates with a project containing different descriptions, images, accommodations, and transport information. It will be much easier to identify what is being retrieved and where it appears.
Review the design and readability
Once the content is suitable, check whether the layout works well with the type and amount of information you usually enter.
Look at the balance between text and images, the order of the sections, and the space available for your content.
⚠️ Be careful with long descriptions in Slides templates.
Slides have a fixed amount of space. If your descriptions are very long, the text may not fit as expected and manual adjustments may be required after generation.
If your projects usually contain detailed descriptions, choose a template that leaves enough room for text and test it with a representative project.
💡 For HTML webpages: If providing a PDF version is important to you, test the PDF export before choosing the template for regular use.
A webpage can display correctly online but behave differently when exported. Generate the webpage, export it as a PDF, and check that the layout, images, and content appear as expected.
3. Should I use the template as it is or customize it?
Use the template as it is when it meets your needs
If the template contains the right sections, retrieves the information you need, and provides a suitable presentation, use it without editing.
Generate a first output using a representative project to confirm that it works correctly with your own content.
💡 If information is missing from the generated result, first check where that information is expected to come from and whether it has been filled in there.
For example, if the template retrieves a description from the program, adding that description elsewhere in the project will not necessarily make it appear.
Missing content therefore does not automatically mean that the template needs to be customized.
Customize the template when changes are necessary
If the available template does not fully meet your requirements, you have two options:
Customize it yourself.
Use the Slides or HTML guides in this collection to make the required changes. The HTML customization articles are intended for customers who already understand HTML and CSS.Request customization from Ezus.
Contact your Account Manager (AM) to explain which template you want to use, what needs to change, and to discuss customization credits.⚠️ Before editing an existing template yourself, duplicate it and make your changes on the copy. Keep the original unchanged, especially when it was configured by the Ezus team.
What should I do next?
Once you have chosen a template, generate an output using your project information and check the result before sharing it with a customer.