Valuecase is built around two core concepts: Templates and Spaces. Understanding the difference helps you scale your workflow, stay consistent across customers, and keep each customer space personal and up to date.
Templates = your reusable blueprint
A template is the starting point for creating spaces. It contains the structure and default content you want to reuse across customers.
Templates are typically used to:
Standardize your customer experience (same pages, sections, and blocks every time)
Build repeatable onboarding or sales flows
Define internal setup steps your team should follow before sharing a space
In a template, you can create and manage:
Pages, blocks, and items (your content structure)
Default copy and resources
Checklists that guide your team on how to personalize a space
Workflows/automations and visibility rules (so new spaces follow the same logic)
Important: Changes to a template apply to new spaces created from that template going forward; not to existing ones.
Spaces = the live workspace you share with customers
A space is a live customer workspace — usually created from a template — that you share with external stakeholders (e.g., customers, prospects, partners).
Spaces are used to:
Collaborate with customers in one place
Share content, tasks, forms, and next steps
Track progress and engagement after the space is shared
In a space, you can:
Edit content and personalize it for a specific customer
Invite and manage stakeholders (including whitelisted domains)
Track customer activity (views, submissions, completions, downloads, and more)
Adjust space-specific settings like stakeholders and space properties