Document Templates

Document templates decide what the PDFs created in the system look like: quotes, purchase orders, contracts, delivery notes and HR documents (such as employment certificates). In the visual editor you build the document from blocks, start from a ready-made style, and insert variables (such as the customer's name or the total) with a click.

You find templates under Settings → Templates, on the Document Templates tab.

Creating a template

1. Click New Template.
2. Choose the document type, then a starting style you can freely change afterwards. The type cannot be changed later.
3. Build the document with Insert block: Header, Data Fields, Text, Items, Summary, VAT, Signature, Separator, Footer.
4. Click a block to see its settings. Use the Insert variable menu to put data into text (for example customer name, document number, gross total). A block can also have a display condition, such as Only if has discount.
5. Under Style settings you set the colour, font and template language; under Multi-page settings the header, footer and page numbers shown from page two onwards.
6. After saving, Preview shows the finished PDF.

Logo: the header uses the team logo, which you upload under Team Settings → General → Team logo.

If you have no templates yet, Generate default templates gives you a ready-made set. In the list you can edit, duplicate and delete templates; the Default label shows which one the system uses for that type.