# Having a template body for writing NOTES **URL:** \ **Category:** CRM\ **Tags:** starter\ **Created:** [January 17, 2023, 7:48pm UTC](https://community.hubspot.com/t/having-a-template-body-for-writing-notes/73100 "2023-01-17T19:48:16Z")\ **Posts on this page:** 6\ **Page:** 1
**Author:** ![PankajSharma](https://avatars.discourse-cdn.com/v4/letter/p/f4b2a3/32.png) [@PankajSharma](https://community.hubspot.com/u/PankajSharma)\ **Post date:** [January 17, 2023, 7:48pm UTC](https://community.hubspot.com/t/having-a-template-body-for-writing-notes/73100/1 "2023-01-17T19:48:16Z")
Hi Team, Can we have a templated formated for NOTES when you go to a DEALS/CONTACTS and click on CREATE NOTE, so that when a use comes and clicks on it, he/she just needs to fill in the information. for example like below: - Spoken to(mother/father): - Talked about: (student name, or if you can write under the DEAL NOTES then not needed): - Content or details of discussions in main pointer format(try to write in keywords format-for example Mother inquired about the Refund policy, or clarified about auto-renewal or Conveyed one-time discount): - Next action if any followed by a TASK(if required): - Any step that you will take next: - Any important details other than the above (that need the next person who is the owner to look at): This way a lot of time shall be saved and all important info can be put into the NOTES, THNX Waiting for a revert for help on this or an action ---
**Author:** ![karstenkoehler](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/karstenkoehler/32/68554_2.png) [@karstenkoehler](https://community.hubspot.com/u/karstenkoehler)\ **Post date:** [January 17, 2023, 7:52pm UTC](https://community.hubspot.com/t/having-a-template-body-for-writing-notes/73100/2 "2023-01-17T19:52:18Z")
Hi @PankajSharma, HubSpot has a feature that works nicely in this situation: snippets. [Create and use snippets](https://knowledge.hubspot.com/conversations/use-snippets) You would create a snippet for your template and could always call that snippet in a note by typing #nameofyoursnippet. In Professional subscriptions there are also playbooks which guide a user through specific questions: [Sales Tools](https://knowledge.hubspot.com/sales-tools) Best regards! ---
**Author:** ![PankajSharma](https://avatars.discourse-cdn.com/v4/letter/p/f4b2a3/32.png) [@PankajSharma](https://community.hubspot.com/u/PankajSharma)\ **Post date:** [January 17, 2023, 7:54pm UTC](https://community.hubspot.com/t/having-a-template-body-for-writing-notes/73100/3 "2023-01-17T19:54:39Z")
Hi @karstenkoehler thnx for the reply But is it available in started accounts? ---
**Author:** ![karstenkoehler](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/karstenkoehler/32/68554_2.png) [@karstenkoehler](https://community.hubspot.com/u/karstenkoehler)\ **Post date:** [January 17, 2023, 7:56pm UTC](https://community.hubspot.com/t/having-a-template-body-for-writing-notes/73100/4 "2023-01-17T19:56:14Z")
Hi @PankajSharma, yes, snippets are. ---
**Author:** ![PankajSharma](https://avatars.discourse-cdn.com/v4/letter/p/f4b2a3/32.png) [@PankajSharma](https://community.hubspot.com/u/PankajSharma)\ **Post date:** [January 17, 2023, 8:24pm UTC](https://community.hubspot.com/t/having-a-template-body-for-writing-notes/73100/5 "2023-01-17T20:24:19Z")
Are these available on non paid seats? ---
**Author:** ![karstenkoehler](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/karstenkoehler/32/68554_2.png) [@karstenkoehler](https://community.hubspot.com/u/karstenkoehler)\ **Post date:** [January 17, 2023, 8:36pm UTC](https://community.hubspot.com/t/having-a-template-body-for-writing-notes/73100/6 "2023-01-17T20:36:25Z")
Hi @PankajSharma, Yes, up to five snippets. Have you reviewed the link about snippets I shared earlier? It includes all of this information. Best regards!