Document Templates
Document Templates is where you create and edit your templates for customer-facing documents for parts of the system such as the Bookings. You can create these templates to reflect your brand and organisation.
These templates are used in the Bookings to:
- Email prospects and clients through the Ad-hoc Emailer
- Generate and Email:ref: Quotations <salesopps_quotations>
- Generate Form Documents
Merge Fields will be added to this in the future for you to create dynamic documents, linking to information in the Bookings system.
Create a Document Template
- Click
- Select the Category (at the moment, this is for the Bookings system).
- Name your Document Template: this will be displayed when selecting your template.
- Use the WYSIWYG editor or click <> to switch between this and the HTML view. Please note that pasting content from a rich text editor, such as Word, can produce undesirable results. We recommend that you always check the HTML code for better results.
- Click
to save this template.
- Click
to save the overall state of Document Templates.
Your Document Template will then be added to the table of available templates.
Edit a Document Template
- Click on the template you wish to edit in the table of available templates, this will open a context menu.
- Select Edit.
- Make your desired changes.
- Click
to save your changes.
- Click
Your Document Template will then be updated.
Delete a Document Template
- Click on the template you wish to edit in the table of available templates, this will open a context menu.
- Select Delete.
- Confirm with
, or
Your Document Template will then be deleted.
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