Not written from scratch. The one you already use — refilled, in a sentence.
Start from something you trust
Writing produces a new document from a blank page. Templates does the opposite — it takes a document you already have and makes it reusable. The branded report, the proposal, the invoice, the one-pager you send every month: hand one over and it comes back looking like the original, same layout, same brand band, same feel.
Bring it however you have it — a PDF, a Word or PowerPoint file, even a screenshot of one. It comes back as an editable template: the wording and the layout preserved, and the parts that change marked as fields ready to fill.
Reports & one-pagers
The board update, the monthly summary, the brand one-pager — the layout you have refined kept exactly, ready for new figures.
Proposals & statements of work
The proposal shell you reuse for every client, re-filled with this deal’s scope, names and pricing.
Invoices & forms
The invoice, the intake form, the recurring letter — the structure stays put, only the values move.
The part that saves the afternoon
Having the template is half of it. The re-fill is the other half. Presence reads what you want to change and pours in the current values from your connected world — the figures from the sheet in your Drive, the details from an email thread — then shows you where each one came from, so you can trust it or correct it at a glance.
Done. I pulled October revenue from the finance sheet, headcount from the people doc, and the churn figure from last week’s review. Each field shows its source — have a look before it goes out.
Version saved · Board One-Pager — October · export a clean PDF
- Filled from what is true. Current values come from your files, your inbox, your notes — gathered, never invented.
- Every figure shows its source. Glance at where each one came from and accept it, or nudge it.
- Exported clean. When it looks right, export a polished PDF, ready to send.
- Every version kept. Each re-fill is saved as a dated version beside the last, so nothing is overwritten and the history is always there.
- Filed where you want it. Save a copy to anywhere in your vault — to keep, to find later, or to share.
From a file to a finished version
The whole journey, from the document you have to the one you needed:
It runs without you
Hand it to a routine
A template is most powerful once you stop touching it. Hand one to a workflow and the document re-fills itself on a schedule — this week’s report written every Monday, the finished version waiting in your vault before you are at your desk.
You set it up once. After that, the artefact you already trusted is brought forward on its own, with a note of where every figure came from.
Filled this week’s figures into your Weekly Report template.
Version saved to vault · Weekly Report — 14 Oct
Honest about the edges
Recreating a document faithfully is a genuinely hard thing to do well, and Presence is honest about where it lands. Fonts are matched to the closest available, and a logo or a chart may come across as an image rather than perfectly redrawn. A Word or PowerPoint file comes back as a PDF. You always see your template next to the original, so anything that needs a final touch is yours to make — it gets you most of the way there in seconds, and leaves the last few per cent to your eye.
Keep it, reuse it
The document you trusted, brought forward on its own.
Drop in the report, the proposal, the invoice you already use. Get back a template that looks just like it — re-filled with this month’s numbers in a sentence, or by a routine while you sleep.
Start a conversation.
Free to try. No credit card. Just you and your agent.
Works on any device. Takes 60 seconds to start.