The 3 templates have different variants of design and grouping of the sections. Select the one that best suits your needs. The editing options are the same for all. In this guide we are basing ourselves on template # 2
A) Customize the colors of your template - From this first color palette you can change the color of your template's fonts in a general way. Clicking on the palette will open a new window. Select the color to change or enter the color code and click on update.
NOTE: You can also 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) Introductory text of the email - In this section you will be able to write a text that will appear in the upper part of the mail, before the quotation. If you do not want to have any text, leave it blank.
This text can be automatically personalized using the labels we have available such as: First Name, Last Name, among others. Select the label, copy the value and paste it into your text. The value of the label will be substituted based on the information of each client.
D) Interactive buttons - The interactive buttons section allows your customers to notify you in a simple click their decision regarding the quote. To edit the buttons 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) Logotype and business information section - You can change the colors of the fonts, configure the information of your business that you want to appear in all your templates and add your logos when clicking on the edit pen.
F) Fiscal information section - You can change the colors of the fonts or by clicking on the edit pen to add the tax address of your business.
G) Customer contact information section - You can change the colors of the sources.
H) Information of the quote and invoices - You can change the colors of the sources. (This section only appears in template # 2)
I) Products and services information - You can change the colors of the sources and the colors of the product table. You can also decide which columns you want to hide by clicking on the edit pen. In the new screen select which columns you want to hide.
J) Prices and comments section - You can change the colors of the fonts.
K) Predefined clauses section - You can change the colors of the fonts and add clauses, which will be available when you make a quote.
L) Dates and time Section - You can change the colors of the sources and also by clicking on edit you can customize the description of the dates and time.
M) Business account information - You can change the colors of the sources. Accounts can be added from the menu configuration business accounts.
N) Payment information - You can change the colors of the fonts. This section shows the payment agreement (s) that are stipulated in each quote or contract.
O) Electronic Signature - The last section, electronic signature appears as an image. By clicking on this image within a quotation or invoice, the client can sign electronically from any device with an internet connection using his or her finger or the mouse on the computer.
Hide, move and create new sections in templates
You can hide or move the sections described above. The only section that can not be moved is that of the introductory text. It is hidden if you do not write anything.
To hide a section - Click on the green eye. When the section is hidden it will appear a gray color. If you want to show it again, click on the eye.
To move a section - Put your cursor over the gray area with the arrows, left-click on the left mouse button and drag the section where you want it to appear and release the mouse button.
To add new sections within your template - To add just one image, click on the image icon and select the image to be used on your computer. This image will occupy the entire width of the document and the measurements or position can not be edited. To add text with or without an image, click on the pencil. A text editor will open where you can write, use the labels to customize the text and add images where you can set measurements and position.
These new sections will ONLY appear in the PDF file, they will not appear in the body of the email. The new sections can be used as a presentation of your business and quotation at the same time.
Finally, you can auto send yourself a test email from here:
If you want to set this template as default, create a new template or save and exit click on the indicated option.
Remember that you can create the number of templates you want!