Skip to main content

Can you customize invoice / TD / quotation templates /... ?

Written by Charlie Troccaz

🤖 This article was translated by AI.

Yes, this is absolutely possible thanks to one of our flagship applications: DocTemplates.

This application allows you to create your own templates for TD, Contracts, Invoices & Quotations from a simple Word document. You can associate templates with clients, contract types, and even your Agencies so you don’t have the same template for your entire activity.
To install it, I invite you to follow this tutorial.

Then, to get started with DocTemplates and master all its features, check out this video tutorial.

FAQ

💡Is it possible to have several quotation templates?

Yes, you can have several quotation templates using the DocTemplate application. You will be able to choose the appropriate template when generating the quotation in PDF.

Did this answer your question?