If you want to create a quote or invoice template follow these steps:
A.- Go to Biz Setup -> Quote Template
B.- Click on "+ Add new template"
On the next screen, perform the following steps:
1) Select one of the 3 editable templates - These templates are the basis for creating and customizing your own template. The 3 templates have different variants of design and section grouping. Select the one that best suits your needs. The editing options are the same for all.
2) Name your template
3) Click on "Create and edit"
4) Edit mode - On the left side of the screen is where you will design, edit and create your template.
5) View mode - On the right side of the screen is where you can visualize your design and changes.
5) Visualization menu - From this menu, you can see how clients visualize the template as:
A) Quote in the body of the Email
B) Invoice in the body of the Email
C) Quote attached to the email in PDF format
D) Invoice attached to the email in PDF format
The text and content that you see in edit mode and view mode is just sample text. This content will be replaced automatically every time with your client, business, and products information when sending a quote.
In the edit mode, you won't see the changes made to the template, to visualize this changes you have to do it in the view mode that is located on the right side of your screen.
When you send a quote or invoice to your client it will ALWAYS come with an attached PDF. This file can be used as a presentation of your business or services along with your quote. Later on, I will show you how to create it.
Editing the different sections in quotes templates
The 3 templates have different variants in design and section grouping. Select the one that best suits your needs. The editing options are the same for all. In this guide, we took template # 2
A) Customize the colors of your template - From this first color palette, you can change the font colors for the whole template. Click on the palette to open a new window. Select the color to be changed or enter the color code and when done click on update.
NOTE: You can customize each section by clicking on the color palette of the section to be edited.
B) Attach a file to the template - You can attach one or more files to your template. Each time you send the template the selected files will be sent along with it.
Click on add a file, then on the "+" sign or select a file from your list and save.
C) The introductory text on the email - In this section, you can write a text that will be displayed in the upper part of the body of the email, before the quote. If you do not want to display a text, leave it blank.
The text can be automatically personalized by using labels like: First Name, Last Name, among others. Select the label, copy the value and paste it into your text. The label will be substituted by cusotmer information.
D) Interactive buttons - The interactive buttons section allows your customers to interact with the quote with simple click-to-action notifications. To edit the buttons text description click on the pencil. You can change the description of the buttons and the message.
If you want to know more about the interactive buttons read this article: How do the interactive buttons of the quotes work?
E) Logo and business information section - You can change the font color, update your business information that you want to display in all your template and add your logo. Click the edit pen.
F) Fiscal information section - You can change the font color or by clicking on the edit add your business tax and billing information.
G) Customer contact information section - You can change the font colors.
H) Quote and Invoice information - You can change the font colors. (This section is only available on template # 2)
I) Products and services information - You can edit font colors and table colors. You can as well select or hide columns to be displayed on the table.
From the new window select the columns you want to hide.
J) Prices and comments section - You can change the font color.
K) Predefined clauses section - You can change the font color and add clauses, which will be available when you create a quote.
L) Dates and time Section - You can change the font colors and you can customize the date and time description.
M) Business account information - You can change the font color. The bank accounts can be added from the setup menu under business accounts.
N) Payment information - You can change the font colors. This section displays the payment agreement (s) noted in the quote or contract.
O) Electronic Signature - The last section, the electronic signature appears as an image. By clicking on this image within a quote or invoice, the client is able to e-sign from any device connected to the internet by using his or her finger or the mouse on the computer.
Hide, move and create new sections in templates
You can hide or move any sections. The only one that can not be moved is the introductory text. It will not display anything if you don't write any text.
To hide a section - Click on the green eye. When the section is hidden it will show in a gray color. If you want to show it again, click on the eye.
To move a section - Put your cursor over the grey area with the arrows, left-click on the mouse button, hold and drag the section where you want it to appear and release the mouse.
To add new sections in your template - To add an image, click on the image icon and select the image to be used. This image will take the entire width of the document. The measurements or position cannot be edited. To add text with or without an image, click on the pencil. In the text editor, you can write, use labels to customize the text, and add images. This images can be customizable in measurements and position.
These new sections will ONLY be displayed in the PDF file, they will not be shown in the body of the email. The new sections can be used as a business presentation and quotation at the same time.
You can send a test email from here:
You can set this template as default, create a new template or save and exit.
Remember, you can create any number of templates !