Templates are pre-built starting points provided by the Apers team. Instead of building from scratch, start with a template and customize it to fit your needs.Documentation Index
Fetch the complete documentation index at: https://docs.apers.app/llms.txt
Use this file to discover all available pages before exploring further.
Where Templates Are Available
Templates are available across multiple features in Apers:| Feature | What Templates Provide |
|---|---|
| Deals | Pre-configured deal structures with common fields and setup |
| Documents | Ready-to-use document formats stored in your Library |
| Playbooks | Proven investment strategies with pre-set criteria |
| Workflows | Pre-built automation sequences for common tasks |
Templates by Feature
Deal Templates
Start a new deal with a pre-configured structure. Deal templates include common fields, default settings, and organizational structure so you can skip the setup and focus on analysis.Document Templates
Use pre-built document formats available in your Library. These include financial models, memo formats, and other reusable documents your firm needs regularly.Playbook Templates
Start with a proven investment strategy instead of defining criteria from scratch. Playbook templates cover common approaches by asset class and risk profile, ready for you to adjust to your firm’s targets.Workflow Templates
Use pre-built automation sequences created by the Apers team. Workflow templates handle common repetitive tasks so you can automate immediately without designing each step.How to Use Templates
Navigate to the feature
Go to Deals, Playbooks, or Workflows from the left side panel. For documents, open the Library.
Select Create from Template
Each feature has a Create from Template option. Click it to browse available templates.
Next Steps
Deals
Organize and manage your real estate projects.
Library
Store and reuse documents and models across deals.
Playbooks
Define and deploy your investment thesis.
Workflows
Automate repetitive tasks with custom or template workflows.