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

Written by Charlie Troccaz
Updated over 3 weeks ago

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

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

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

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