Step 6: Create Battle Card Templates

Templates (called "Presets") define the structure and sections for battle cards. Create templates to generate consistent battle cards quickly across multiple competitors.

How to Create a Preset

1. Navigate to Battle Cards > Presets in the sidebar
2. Click the New Preset button
3. Select battle card type (e.g., Feature Comparison, Why We Win)
4. Choose which competitors to include
5. Select sections to include (pricing, features, objections, etc.)
6. Name your preset and save

Presets can be reused to generate battle cards for new competitors automatically, ensuring consistent formatting and content structure across your sales team.

The preset creation wizard guides you through selecting type, competitors, and sections

What Happens Next

Saved presets appear in your Presets library. Use them to quickly generate new battle cards without manually configuring sections each time.

Next Step

→ Step 7: Generate from Template