🤖 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 TD, Contracts, Invoices & Quotation 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 all your business units.
To install it, please 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 PDF quotation.
