To Create a Document Template,
- Navigate to the Profile Icon in the top right corner.
- Click on Set-Up
- Head over to the Library category
- Select the Document Template option
- Here, you will find the list of documents that have already been created.
- Hit on the “New Template”
- Give the name of the Template and Description
- A document creation Canvas will open up to design your template from here.
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You can add different types of components to your quote template. Let’s look at what each component does and how to use them.
- Text:
- You can add and format text easily with various styles.
- You can use variables to auto-populate data. If your main module is a quote, you can use variables like Contact, Quote, Company, or Any associated lookup field
- Also, you can choose if you want the text to be editable before sending the quote. Both the text and its section can be made editable.
- Text Section:
- Similar to Text but with a heading where you can add and format text with various styles.
- Similar to Text but with a heading where you can add and format text with various styles.
- Images:
- You can add images from your media library.
- You can use dynamic variables to display images from URLs stored in associated modules. If the URL is invalid, a placeholder image will be shown.
- Also, you can adjust settings like background, padding, size, position, opacity, and repetition.
- Video:
- Add videos using YouTube or video links. In PDFs, the cover image will have a clickable link.
- Customize background and padding.
- Page Header and Footer:
- Customize headers and footers to include company details like name and logo.
- You can only have one header and footer per document.
- You can also create a master header and footer.
- Table:
- Add tables with adjustable columns and rows (up to 10 columns).
- Hide headers if needed and customize styles and properties.
- Adjust table and cell content settings.
- Note: Images aren't supported in table headers.
- Pricing Table
- Display product pricing directly from the quote module.
- Limit of 10 columns; additional columns will be disabled.
- Be cautious about space constraints in PDFs with many columns.
- Options to show or hide headers and totals.
- Only one pricing table per template is allowed.
- Customize styles like table borders and cell content.
- Dynamic Table
- Show fields from custom modules linked to the quote module.
- Choose a lookup field (single or multi) to generate table rows, with fields as columns.
- Customize appearance like a regular table.
- If a chosen field is deleted, the table will show an error.
- Column limit: 10.
- Page Break
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Use to move content after the page break to a new page in the PDF.
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- Recipient/Signer Fields
- Add fields for signatures and other signer-related data, similar to meeting scheduler custom questions.
- Signers cannot fill out each other’s information.
- Options to map or add signers before sending the document.
- Signature placeholders are color-coded for clarity.
- Signature fields are automatically linked to the contact variable type.
- Rows:
- Organize your content using different layout structures.
- Text:
- Design Settings: Customize the overall appearance, like background colors, font styles, and spacing.
- Click Next
- Click Save
Note: A user with “Manage Document Template” permissions can create, edit, or delete quote templates.
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