Importing a Package Template
To access the package library, select “Templates” from the top navigation bar.
If you do not see the "Templates" option, please contact E-Cinch customer support.
Importing a package is easy! Simply click the “Preview/Import” button that is below the package you wish to view.
The details of the package template will open so that you can review it and confirm that it fits your needs. When you are ready to proceed, click “Import” in the top right corner.
Once a package template has been imported successfully, you can find it in your Package Dashboard (more info on this here). You are now ready to start editing your package!
Related Articles
Choosing a Package Template
E-Cinch uses packages as a way of explaining to your leads and customers what services you offer and the details of those services. Packages include many details, such as the prices of your goods and services, the description of your services, and ...
Creating a Package
There are 3 ways to create a package in E-Cinch. You can import a package template from the E-Cinch package library (we recommend doing this for your very first package or when you want to launch a new offering), you can duplicate one of your ...
Package Dashboard Overview
In your Package Dashboard, you can see all packages that have been created under your account. To access the Package Dashboard, click on “Packages” in the top navigation bar. If you do not see the “Packages” option, please contact E-Cinch customer ...
Copying an Existing Package
There are 3 ways to create a package in E-Cinch. You can import a package template from the E-Cinch package library (we recommend doing this for your very first package or when you want to launch a new offering), you can create your own package from ...
Editing a Package
To edit a package, start by going to your Package Dashboard by clicking on “Packages” in the top navigation bar. If you do not see “Packages” as an option in the navigation, please contact E-Cinch customer support. Find the package you wish to edit, ...