Jason Alinen 0 Posted July 11, 2013 Share Posted July 11, 2013 Is there a way to create a custom template inside Evernote? As a salesperson I ask questions on their IT environment and it would be amazing if I can have a template that I can select which type of servers they have such as HP, Dell, IBM etc Other fields would be Virtualization, Storage, Security etc I have been using Livescribe as well and want to create a template there that just transfers over to Evernote Link to comment
markg 26 Posted July 16, 2013 Share Posted July 16, 2013 JasonAnother forum member, Zack, recently asked a similar question. Here was my suggestion... I also work in sales and use Evernote for everything pretty much. I'm a Mac user and use a tool called TextExpander (on Windows there isPhraseExpander). This allows you to type a pre-defined series of keystrokes (e.g. "phc" for phone call) followed by a space and it will expand that to whatever text you want. So for instance... Name : _Position: Company :Phone :email :Date : Notes :Next action...- Who? :- What? :- When? : You can also tell it where to put the cursor when it produces the text so you can put it in the top field (here next to Name:) This is a really fast and easy way to generate templates in Evernote, or any other tool for that matter. I also use it in prospecting emails where there are chunks of text that I often use, but I want to customise the email and don't just want a "boilerplate" email. I also use it for email sigs because I work on contract for a number of clients, so have different email sigs depending on which client I'm representing that day!--Best of luckMarkwww.reallifeselling.com Link to comment
Jason Alinen 0 Posted November 23, 2013 Author Share Posted November 23, 2013 What about for physical paper w/ a template printed on it? Link to comment
Jason Alinen 0 Posted November 23, 2013 Author Share Posted November 23, 2013 Do you ever travel to states? We want to do a sales conference in Seattle if you want to join us Link to comment
Enrico Nahler 18 Posted November 23, 2013 Share Posted November 23, 2013 JasonAnother forum member, Zack, recently asked a similar question. Here was my suggestion... I also work in sales and use Evernote for everything pretty much. I'm a Mac user and use a tool called TextExpander (on Windows there isPhraseExpander). This allows you to type a pre-defined series of keystrokes (e.g. "phc" for phone call) followed by a space and it will expand that to whatever text you want. So for instance... Name : _Position: Company :Phone :email :Date : Notes :Next action...- Who? :- What? :- When? : You can also tell it where to put the cursor when it produces the text so you can put it in the top field (here next to Name:) This is a really fast and easy way to generate templates in Evernote, or any other tool for that matter. I also use it in prospecting emails where there are chunks of text that I often use, but I want to customise the email and don't just want a "boilerplate" email. I also use it for email sigs because I work on contract for a number of clients, so have different email sigs depending on which client I'm representing that day!--Best of luckMarkwww.reallifeselling.comI have found this tip on your blog recently and it works just fine. So Jason, go ahead, use text expander. For my mobile devices I always hold a blank copy of my templates for quick use. If I m not in a rush, I use either the TextExpander App for iOS or the built in TextExpander in iOS 7. It works just fine. Link to comment
Level 5 jbenson2 2,149 Posted November 23, 2013 Level 5 Share Posted November 23, 2013 The Evernote table capability is not very powerful, but I use it as a phone template to record my phone calls. I copy the template to a new note and then fill it it. Here is what it looks like.http://www.evernote.com/shard/s2/sh/777d51c0-2070-428e-b18f-baa90a815635/50b7e364e67e17a0bc8e2018c28eff1d I made a stab at making a filled-in Sales Contact template based on the fields mentioned above. There are probably better programs for storing this information, but most of them are either expensive or considerably more complicated.http://www.evernote.com/shard/s2/sh/d9204183-4029-4342-be85-1d2913955485/d243a87f09e89ddbe8c03345351aabd6 Link to comment
Level 5* JMichaelTX 4,119 Posted November 23, 2013 Level 5* Share Posted November 23, 2013 Is there a way to create a custom template inside Evernote? As a salesperson I ask questions on their IT environment and it would be amazing if I can have a template that I can select which type of servers they have such as HP, Dell, IBM etc Other fields would be Virtualization, Storage, Security etc I have been using Livescribe as well and want to create a template there that just transfers over to Evernote Jason, I have had the best success using MS Word to design a form using a Table in Word. Then, copy only the TABLE (not the Word doc) from Word to an EN Note, that I will use as a "template". You can of course, add any EN Tags that you want to always be associated with use of this template. I store all my EN "templates" in a NB named "Templates". When I want to use a template, I simply copy the Note from the Templates NB to the target NB. HTH. Link to comment
markg 26 Posted November 26, 2013 Share Posted November 26, 2013 Jason. Thanks for the invite! I used to get to the States a lot, but not so often nowadays. I'll drop you a line on LinkedIn... Link to comment
Recommended Posts
Archived
This topic is now archived and is closed to further replies.