132 templates.
Open one. Start working.
Pages, databases, forms, and document generators, pre-built for the work you already do. Every template here ships inside Ascend the moment you sign up, with the structure already in place.
Pages
38 templates for documents and notes
Databases
29 templates for structured data
Forms
10 templates for capturing input
Documents
55 Word docs that fill from your data
Page templates
38Rich documents with headings, callouts, checklists, and embedded content. Pick one and the structure is already there.
Project management
6Meeting Notes
Agenda, attendees, and action items
Use this templateTask List
Simple task list with priorities and due dates
Use this templateProject Overview
Goals, timeline, and team in one place
Use this templateFocus Planning
Sprint planning with goals, backlog, and retro
Use this templateFeature Launch Checklist
Every task required for a successful launch
Use this templateProject Post-Mortem
What went well, what didn't, what to change
Use this templateDocumentation
8Product Requirements Document
Problem, solution, requirements, success metrics
Use this templateTechnical Specification
Technical design document for engineering
Use this templateAPI Documentation
Endpoints, parameters, and responses
Use this templateUser Guide
Step-by-step guide for end users
Use this templateNew Hire Onboarding
Checklist for welcoming new employees
Use this templateTroubleshooting Guide
Document issue resolution patterns
Use this templateRelease Notes
Software updates and changelogs
Use this templateGetting Started with Ascend
Get the most out of Ascend
Use this templatePlanning
7Product Roadmap
Plan features and releases over time
Use this templateOKRs
Objectives and key results
Use this templateWeekly Planning
Goals and priorities for the week
Use this templateYearly Goals
Plan your achievements for the year
Use this templateQuarterly Review
Reflect on the past quarter, plan the next
Use this templateEvent Planning
Organise an event from start to finish
Use this templateLesson Plan
Structure for teaching a class
Use this templateBusiness
5Business Proposal
Professional business proposal
Use this templateCompany Wiki
Central knowledge base for company info
Use this templateLean Canvas
1-page business plan for startups
Use this templateSWOT Analysis
Strengths, Weaknesses, Opportunities, Threats
Use this templateCompetitor Analysis
Map competitor strengths and weaknesses
Use this templatePersonal
6Daily Journal
Daily reflection and journaling
Use this templateGoals & Vision
Long-term goals and personal vision
Use this templateWeekly Meal Planner
Plan your meals for the week
Use this templateTravel Itinerary
Detailed daily plan for your trip
Use this templateBook Review
Notes and review for a book
Use this templateWorkout Plan
Weekly exercise routine
Use this templateCreative
6Blog Post
Structure for writing blog articles
Use this templateBrainstorming
Capture and organise creative ideas
Use this templateVideo Storyboard
Plan scenes for your video content
Use this templateCharacter Profile
Flesh out characters for stories
Use this templateMood Board
Collect visual inspiration
Use this templateSongwriting Template
Lyrics and chord structure
Use this templateDatabase templates
29Structured data with views, properties, and example rows pre-configured. Pick a client pipeline and you get the columns, views, and sample records — not just an empty table.
Project management
7Tasks
Status, priority, assignee, due dates
Use this templateProjects
Timeline, budget, team, progress
Use this templateSprint Planning
User stories, story points, sprint tracking
Use this templateBug Tracker
Severity, status, version, environment
Use this templateProduct Roadmap
Features, quarter, impact, effort, owner
Use this templateMeeting Notes
Agendas, attendees, action items
Use this templateOKRs
Objectives, key results, quarter, progress
Use this templateBusiness
5CRM / Contacts
Name, company, status, account owner
Use this templateInventory
SKU, stock, reorder level, supplier
Use this templateInvoices
Invoice number, amount, status, paid date
Use this templateVendor Management
Contracts, monthly cost, contact
Use this templateEvent Planning
Date, location, attendees, budget
Use this templateSales
2HR
2Personal
5Reading List
Books, status, genre, rating, notes
Use this templateHabit Tracker
Frequency, streak, last completed
Use this templateRecipe Collection
Cuisine, prep time, servings, difficulty
Use this templateTravel Planner
Destinations, dates, budget, accommodation
Use this templateFitness Log
Workouts, type, duration, intensity
Use this templateEducation
3Creative
3Form templates
10Public forms with logic, conditional fields, and automatic database backing. Each submission becomes a row you can sort, filter, and act on.
Blank form
Start with no fields. Responses land in a Name column.
Use this templatePoll
A single-question poll with live results after voting.
Use this templateContact form
Simple lead capture with name, email, subject, message.
Use this templateBook a call
Schedule a call with preferred date and topic.
Use this templateClient intake
Detailed intake for new prospects: project, timeline, budget.
Use this templateNewsletter signup
Minimal email capture with optional interest segments.
Use this templateEvent RSVP
Guest list, dietary needs, plus-ones.
Use this templateJob application
Applicants with resume, cover letter, LinkedIn.
Use this templateFeedback
What went well, what could be improved. All fields optional.
Use this templateSupport request
Ticket-style form with category and priority selectors.
Use this templateDocument templates
55Word documents that fill themselves from a database record. Pick one and Ascend builds the database, an intake form, and the matching .docx — already wired together. Line items expand on their own, so an invoice with eight rows writes eight lines. Browse all 55 document templates.
Legal and HR templates are a starting point, not legal advice — have a professional review them before use.
💰 Finance & billing
15Tax Invoice
Itemised invoice with line items, tax and totals.
See the templateQuote / Estimate
A client-ready quote with itemised pricing and a validity window.
Use this templateReceipt
Confirm a completed payment with itemised lines and method.
Use this templateRetainer Invoice
Bill a recurring monthly retainer, with included scope and overage.
Use this templateDeposit Invoice
Bill an upfront deposit, with contract value and balance due.
Use this templatePro Forma Invoice
A provisional pre-sale invoice for payment or approval.
Use this templateCredit Note
Refund or correct an issued invoice with itemised credited lines.
Use this templateTimesheet / Hours Summary
Summarise tracked hours for a client, with billable totals.
Use this templateProject Budget / Cost Estimate
A costed budget by phase or role, with contingency and total.
Use this templatePurchase Order
Order goods or services with itemised quantities and totals.
Use this templateExpense Report
Itemise project expenses for reimbursement or billing.
Use this templatePayment Reminder Letter
A professional reminder for an invoice that is due or overdue.
Use this templateFinal Notice / Collections Letter
A firm final notice for a seriously overdue invoice.
Use this templateMileage / Reimbursement Log
Claim mileage or travel, itemised by trip with distance and rate.
Use this templateRecipient-Created Tax Invoice (RCTI)· review first
Raise a tax invoice on a supplier’s behalf.
Use this template📈 Sales & proposals
10Business Proposal
Overview, scope, deliverables table and investment in one doc.
See the templateStatement of Work (SOW)
Scope, deliverables, timeline and pricing under a master agreement.
See the templateEngagement Letter· review first
Confirm the terms of an engagement in letter form.
See the templateDiscovery / Client Brief
Turn discovery answers into a client-ready brief.
Use this templateRate Card / Pricing Guide
Your productised services and prices in a shareable guide.
Use this templateRenewal Proposal / Quote
Propose renewing a retainer or contract, with renewal pricing.
Use this templateLetter of Intent (LOI)· review first
Signal intent to engage before a full contract.
Use this templateCapabilities Statement
A one-page company profile for pitches and RFPs.
Use this templateCase Study
A client success story — challenge, solution and results.
Use this templateTestimonial / Referral Request
A warm note asking a happy client for a testimonial or referral.
Use this template⚖️ Legal & contracts
12Master Services Agreement (MSA)· review first
The reusable terms each Statement of Work hangs off.
See the templateNon-Disclosure Agreement (Mutual)· review first
A two-way confidentiality agreement, ready to fill.
See the templateNon-Disclosure Agreement (One-Way)· review first
A one-directional confidentiality agreement.
Use this templateConsulting Agreement· review first
A contract for a consulting engagement — services, fees, IP.
Use this templateContractor / Freelancer Agreement· review first
Engage a contractor — scope, rate and work-for-hire IP.
Use this templateIndependent Contractor Agreement· review first
A formal IC agreement with worker-classification terms.
Use this templateSubcontractor Agreement· review first
Flow client-project terms down to a subcontractor.
Use this templateRetainer / Service Agreement· review first
Codify an ongoing retainer — scope, fee, term and termination.
Use this templateIP Assignment / Work-for-Hire· review first
Transfer the IP in deliverables to the client.
Use this templateTerms of Service· review first
Client-facing terms covering services, payment, IP and liability.
Use this templateData Processing Agreement (DPA)· review first
How you process a client’s personal data as their processor.
Use this templateCancellation / Termination Letter· review first
Formally end a contract, with effective date and closing terms.
Use this template👤 HR & hiring
3Offer of Employment· review first
A complete employment offer with role, salary and key terms.
Use this templateEmployment Contract· review first
A full-time employment agreement companion to the offer letter.
Use this templatePerformance Review
Ratings by competency, strengths, development areas and goals.
Use this template🗂️ Projects & delivery
13Project Kickoff Document
Align team and client — objective, scope, milestones and team.
Use this templateProject Brief
Background, goals, scope, timeline and budget on one page.
Use this templateCreative Brief
Objective, audience, key message, tone and mandatories.
Use this templateChange Order / Scope-Change Form
Record a mid-project change with itemised costs and sign-off.
Use this templateProject Status Report
A recurring progress update — status, risks and next steps.
Use this templateMonthly Retainer / Client Report
Work done, outcomes and hours used versus included.
Use this templateDeliverables Acceptance / Sign-off
Formal sign-off on delivered work, each item accepted and dated.
Use this templateMeeting Agenda
A structured agenda — objective, attendees and timed topics.
Use this templateMeeting Minutes
Structured minutes with agenda, notes and an action-items table.
Use this templateProject Closeout Report
A final wrap-up — outcomes, budget versus actual and lessons.
Use this templateRisk Register
Track risks with likelihood, impact, owner and mitigation.
Use this templateRACI / Responsibility Matrix
Map who is Responsible, Accountable, Consulted and Informed.
Use this templateClient Satisfaction Report
Feedback scores, an overall result and the actions you’ll take.
Use this templateHow templates work
Three steps from blank screen to working system.
Step 1
Browse the gallery
Open the template gallery inside Ascend and filter by category — pages, databases, or forms.
Step 2
Create in one click
Click any template to spin up a new page, database, or form instantly. No setup, no blank screen.
Step 3
Make it yours
Customise fields, views, and content to fit your workflow. The template is a starting point, not a constraint.
Frequently asked questions
What people ask before signing up.
How many templates does Ascend include?
Ascend ships with 132 built-in templates: 38 page templates (meeting notes, PRDs, project overviews, journals, lesson plans), 29 database templates (CRMs, sales pipelines, task trackers, invoice trackers, content calendars), 10 form templates (contact forms, intake forms, RSVPs, polls, support requests), and 55 document templates (invoices, proposals, statements of work, agreements and letters that generate a finished Word document from a record). All are available the moment you sign up.
Are templates included on the free plan?
Yes. Every template in the library is available on every plan, including the free plan. Templates are never sold separately or locked behind a paid tier.
Can I customise the templates?
Yes. Templates are starting points, not constraints. Once you create a page, database, or form from a template, every field, view, column, and section is fully editable. You can add custom properties, change views, rename fields, and rewrite content freely.
Can I create my own templates?
Yes. Any page, database, or form you build can be saved as a template for reuse across clients or workspaces. Custom templates appear alongside the built-in library in the gallery.
What is the difference between page, database, form, and document templates?
Page templates are rich documents (headings, callouts, checklists, embedded content) — best for notes, briefs, wikis, and journals. Database templates are structured tables with pre-configured columns, views, and example rows — best for CRMs, trackers, and pipelines. Form templates are public-facing input forms that write submissions directly into a backing database — best for lead capture, RSVPs, and support requests. Document templates are Word (.docx) layouts that fill from a database record and download as a finished file — best for invoices, proposals, contracts, and letters.
Are templates the same as integrations?
No. Templates are pre-built structures inside Ascend you can spin up in one click. Integrations are connections to external tools (your accounting software, calendar, email provider). Templates ship with the product; integrations connect Ascend to other systems.
Start with a template. Ship your first project today.
All 132 templates are included on every plan, the free plan included.