Document Templates

Set up different document types for proposals, invoices or budgets. Document types are used when generating PDF exports.

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Written by Kresimir
Updated over a week ago

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Go to Settings > Document templates:

You will be able to create a new document by clicking Add document template. In the example below we already have 3 document types created for a Budget, Proposal, or Invoice PDF. 

Clicking on Add document template will take you to the next screen where you can customize that template:

Template options

After giving your document template a name, select the document type (proposal, budget, invoice) and select one of the two default designs (standard or elegant).

Next, you can set various additional options:

  • Tax options for the template - Note that you can add a second tax here.
    By leaving this field empty, you can create templates with no taxes.

  • Select the language that will be used on this template. You can also override labels to give fields a different terminology that may better suit your business needs.

💡 Document language will affect the date format on your invoices. For example, English (US) will have the date format as mm/dd/yyyy, while English (UK) will set dates as dd/mm/yyyy.

  • Customization - define custom notes and footers that will be applied to each document using this template.
    By ticking the disable repeating header option, the header will only be displayed on the first page.

If you have a document or an image, e.g. Terms and Conditions, you can attach that file that will be shown at the end of the document:

In this section, you will also be able to Show/hide certain fields in the pricing table.
To learn more, visit the following article: Hide Fields on Invoice Documents.

  • Email options - default subject, recipients, and email body.

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