Templates
A template is a ready-made table for a job you already do: checking carrier invoices, keeping a contract register, screening CVs. It brings a Documents column for your files, AI columns that each pull one thing out of every row's documents, guidance on which documents make up a row, and an AI agent to ask about the results. You adjust the columns before you create the table, then drop in your documents.
Open Templates in the sidebar. You also reach templates from Choose from Templates in the welcome tour, from Create, From a template on a workspace or folder page, and from New table inside a project.
Before you start
- Browsing the templates and using them is part of every plan and costs nothing.
- Two conveniences use AI and spend your organization's AI credits: letting Quanty pick a template from a sentence, and changing a template by chat. Both need a paid plan. Without one: "Picking a template from a description needs a paid plan. Browsing below, and using any template, still works."
- Use template creates a table, so it needs edit access to the project it goes into. A viewer cannot create one, and nothing can be created while the organization is read-only.
The catalog
Quanty has 24 templates in six areas: Logistics (5), Accounting (5), Finance (5), Legal (3), HR (3) and Procurement (3). The catalog is built in and the same for every organization. Every template comes with an agent.
| Area | Template (full name) | What it is for | One row is | Agent |
|---|---|---|---|---|
| Logistics | 3-way match (3-Way Match) | "Catch billing mistakes before you pay" | One row = one delivery. Attach all its documents to the same row. | Delivery Auditor |
| Logistics | Transports (Transport Register) | "Turn a pile of CMRs into a clean register" | One row = one transport. CMR, delivery note or transport order. | Transport Clerk |
| Logistics | Freight (Freight Invoice Check) | "Compare every carrier invoice against the order" | One row = one transport: the carrier's invoice plus the order you sent them. | Freight Auditor |
| Logistics | Fleet (Fleet Document Register) | "Never miss an expiring policy or inspection" | One row = one document. Photos of paper documents work. | Fleet Keeper |
| Logistics | Warehouse (Warehouse Intake) | "Delivery notes broken down to every line item" | One row = one delivery: the delivery note (WZ), optionally photos of the goods. | Warehouse Clerk |
| Accounting | Tax (Invoice Tax Check) | "Deductibility, VAT and GTU suggested per invoice" | One row = one invoice. Scans and photos are fine. | Tax Assistant |
| Accounting | FX invoices (Foreign Invoices to PLN) | "Official NBP conversion, done for you" | One row = one invoice in EUR, USD or another currency. | FX Bookkeeper |
| Accounting | White List (White List Check) | "Verify supplier bank accounts before every payment" | One row = one invoice you are about to pay. | Payment Guard |
| Accounting | Expenses (Expense Reports) | "Receipts sorted, categorized and summed" | One row = one expense document. Phone photos are fine. | Expense Clerk |
| Accounting | Line items (Invoices with Line Items) | "Every invoice position lands in a sub-sheet" | One row = one invoice with all its pages. | Invoice Analyst |
| Finance | Statements (Financial Statements to Numbers) | "Key figures from scanned statements, model-ready" | One row = one company (or one reporting year). Attach the full statement PDF. | Financial Analyst |
| Finance | Charters (LPA / Charter Analyzer) | "Key clauses from corporate agreements, side by side" | One row = one company agreement, charter or LPA. | Deal Counsel |
| Finance | Teaser (Investment Teaser Draft) | "A one-page teaser drafted from your data room" | One row = one company: financials, presentations, market notes. | Deal Writer |
| Finance | Loans (Loan Agreement Register) | "Principals, margins and covenants side by side" | One row = one loan agreement with its annexes. | Debt Advisor |
| Finance | KPI (Portfolio KPI Tracker) | "Board packs in, comparable KPIs out - margin computed for you" | One row = one company (or one reporting month). | Portfolio Analyst |
| Legal | Contracts (Contract Register) | "Every contract's dates, parties and risks in one grid" | One row = one contract with all its annexes. | Contract Guardian |
| Legal | NDA (NDA Review) | "Every NDA's teeth and gaps in one grid" | One row = one NDA draft or signed copy. | NDA Screener |
| Legal | GDPR (GDPR Processing Audit) | "Data processing agreements checked clause by clause" | One row = one DPA with its annexes. | Privacy Auditor |
| HR | CV (CV Screening) | "Every candidate summarized in one comparable row" | One row = one candidate. Cover letters can go on the same row. | Recruiting Assistant |
| HR | HR files (Employee File Register) | "Contracts read, salaries extracted, gaps flagged" | One row = one person. Annexes go on the same row. | HR Records Keeper |
| HR | Trainings (Trainings & Permits) | "Who is certified for what, and until when" | One row = one certificate or permit. Photos work. | Compliance Tracker |
| Procurement | Offers (Supplier Offer Comparison) | "All quotes side by side, terms included" | One row = one supplier's quote for the same request. | Procurement Advisor |
| Procurement | Orders (PO vs Confirmation) | "Every order checked against what the supplier confirmed" | One row = one order: your PO plus the supplier's order confirmation. | Order Controller |
| Procurement | Suppliers (Supplier Vetting) | "Company documents screened before you sign" | One row = one supplier: all their onboarding documents together. | Vetting Officer |
The card in an area shows the short name and the line under it; the showcase shows the full name.
Choose a template in three steps
- Pick an area. Under Browse by area, each card shows its area and how many templates it holds, for example "5 templates".
- Pick a template. The area opens its template cards. At the top, the back arrow returns one step and the area badge returns to the cards.
- Look at the showcase. One template fills the page (see The showcase). The badge line now also names the template, and Use template sits on the right of it.
Let Quanty pick a template
Above the areas is the box Describe what you want to do…: "Not sure? Describe the job and we'll pick one."
- Write what you need in your own words, for example "I compare carrier invoices with our transport orders". Use 3 to 2,000 characters.
- Press Enter or click the arrow (Suggest).
- Quanty opens the showcase of the best match, with a one-sentence reason next to the badges, and proposes a short name of two to four words for the new table.
The reason and the name come in the interface language, unless your description is clearly in another language.
| Good to know | |
|---|---|
| Cost | One short AI request, paid from your organization's AI credits by what it uses. There is no fixed price. |
| Plan | Needs a paid plan with AI credits left. Without AI the box is dimmed, and browsing still works. |
| When the AI cannot answer | Quanty picks the template by keywords instead. Then there is no reason and no proposed name. |
| Nothing is created | Picking only opens a showcase. Nothing is saved until you click Use template. |
If picking fails: Could not pick a template, "Please try again or pick one from the list."
The showcase
The showcase has the preview on the left and a panel with four tabs on the right. Every change you make in the tabs shows in the preview at once, and what the preview shows is what Use template creates.
The preview
The Preview is a small version of the table: the Documents column first ("Drop your files here"), then the template's columns, filling with sample values row by row. These are examples, not results from your documents. The ⓘ button (Details) in its title bar opens the details panel (see About and Details).
Columns
Columns Quanty will fill: "One per thing you want pulled out of every document." This tab edits the columns by hand, and it is free.
| Field | What it means | Example |
|---|---|---|
| Name | The column's name in the table. | Invoice total |
| Type | What the column returns: Ask anything, Entity, Summary, Classification, Key-value, Date, Number, One choice, Many choices, Link, Structured, Sub-sheet or Document. | Number |
| Instruction | What the AI should pull out. "Written in English: the model reads it, you don't have to." | Extract the gross total of the invoice |
| Choices | For One choice and Many choices: one per line. | Matched, Mismatch |
| Categories | For Classification: one per line. | Fuel, Tolls, Repairs |
| Sub-columns | For Sub-sheet: one per line. | Item, Quantity, Price |
| Number format | For Number: Currency, Percentage, Date, Decimal or Whole number. | Currency |
Each column also has Move up, Move down, Duplicate and Remove, and you can drag it to another place. Add column adds one. A template holds 1 to 20 columns: "A template can hold up to 20 columns." and "A template needs at least one column." A column without a name or without choices is marked and stops Use template until you fix it. Column types in depth are on Column types.
Documents
What makes up one row, for example "One row = one delivery. Attach all its documents to the same row.", then each document to add with a hint and its file types, such as Supplier invoice (PDF or a photo scan; pdf, jpg, png).
Ask AI
Ask AI is a chat about this template with its agent: "Ask me about this template, or tell me what to change, and the preview will follow." Two example questions are ready to click.
- Ask something, for example "What exactly does the Discrepancies column check?", and you get a short answer.
- Request a change, for example "Add a column with the VAT amount", "Remove the due date" or "Make the status a choice of Paid and Unpaid". The agent rewrites the columns, the panel switches to Columns, and the changed columns are marked, for example "2 changed".
The agent can add, remove and rename columns and change their instructions, choices and types. It never adds a second file column. Its replies come in the interface language unless you write clearly in another one.
| Good to know | |
|---|---|
| Cost | Each reply is paid from your organization's AI credits by what it uses. Editing in Columns is free. |
| Plan | Needs a paid plan: "Changing the columns by chat needs a paid plan. The Columns tab does the same by hand." |
| Length | A conversation holds up to 20 messages, yours and the replies together, each up to 4,000 characters. |
| When it fails | Chat did not answer, and in the chat "Could not get an answer. Please try again." |
Customized and Restore original
As soon as the columns differ from the catalog, whether by chat or by hand, the preview's title bar shows Customized. Click it (Restore original) to go back to the catalog version.
Nothing is saved before you create
Your changes live only in this showcase. Going back to the area or opening another template discards them. Click Use template to keep them in a new table.
About and Details
About shows the template's description, its Example questions and its agent with a short description. The Details panel (the ⓘ in the preview) shows the full name and line, the description, What you add, Columns with each column's type and sub-columns, and Example questions. Escape closes it.
Use the template
Use template creates the table. It costs nothing: no AI runs while the table is made. While it works, the button line shows Creating your table…, Configuring the columns… and Opening your table…. Where the table goes depends on where you started.
From Templates in the sidebar
- Click Use template.
- In Choose a project ("Tables live inside projects. Pick where this one should be created."), pick the project from the tree. If the organization has exactly one project, Quanty picks it for you and skips this step.
- Click Create table.
The new table is added to that project, named with the name Quanty proposed or else the template's name, and opens. With no project yet: "You don't have a project yet. Create one first: tables live inside projects." (see Projects, tables and views).
From a workspace or folder
Create, From a template on a workspace or folder page ("A project that starts with a ready-made table."), or From a template in New project, opens Templates with a badge such as "The new project will go to: Sales". Use template then creates a new project there, with the template as its first table, and opens it. The project is named after the proposed name or the template; if that name is taken in the same place, Quanty adds a number, for example "3-Way Match (2)". If creating fails, the half-made project is removed again: Could not create the project from the template.
From inside a project
In a project, New table, From a template ("A ready-made table with AI columns.") opens Pick a template. Choose one, check the Table name and click Add as a table. This path uses the catalog version of the columns; to change columns first, use the Templates page.
What you get
- A table with the Documents column first (Dokumenty or Dokumente in Polish or German), then the template's columns: the catalog version or your customized one. Column names and the agent follow the interface language.
- Nothing has run yet. Add your documents to the rows and run the columns (see Columns and AI).
- The template's agent in your organization's agents, unless an agent with the same name already exists; then that agent is used and no copy is made.
From then on it is an ordinary table: change instructions, types and columns, add your own columns or ask the chat (see Columns and AI).
Good to know
- You cannot save your own templates. The catalog is the same for every organization. To reuse a setup, duplicate the table you built (see Projects, tables and views). The Save as template you may see in TMS is for transport orders only.
- The agent is shared. An agent created by a template belongs to the whole organization. Using the same template twice reuses it; renaming the agent makes the next use create a new one.
- Instructions are in English. The AI reads them; your documents can be in any language.
- Sample values are examples. The preview never reads your files.
- Templates in TMS. TMS has its own starters and order templates; they are not on this page (see TMS).
Related pages
- Columns and AI: how the AI columns of a template work and what they cost.
- Column types: every type you can pick.
- Projects, tables and views: where the new table or project lands.
- Files: how documents get into rows.
- Agents: the agent that comes with a template.
- Billing and credits: AI credits and plans.