Document templates

The document templates are used to boost productivity. They allow you to create quotes and invoices from a basic document that you’ve previously created.

When creating a new document, you have the choice to create a blank (clean) document or to start from an existing document template.

How do I create a new document template?

There are two options:

1. Create a blank document, then in the settings for that document, activate the option “Treat this document as a template”.
2. From the page listing your quotes and invoices, create a new document from a template, then click the button “Create a document template”.

Can a document template be sent to the customer?

No, document templates should not be sent to customers. They are only to be used as templates for creating new documents.