🤖 This article was translated by AI.
This application allows you to generate documents (Word or PDF) in your branding by creating your own model or template.
With DocTemplates, you can create and customize your:
Technical File (TD) templates for candidate and resource cards
HR Contract or subcontracting templates for your resources
Invoice and credit note templates
Quotation templates from the Quotations app
Commercial offer templates
Mission Order templates
Delivery note templates
Administrative document templates: equipment loan or various authorizations
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App installation
Administration > Apps/MarketPlace > MarketPlace tab > DocTemplates
Once installed, you can then create your invoice, TD... or templates and upload them to the corresponding section.
Note
Only users with Administration access rights can upload models/templates.
⠀
App usage
Create your template
Administration > Apps/MarketPlace > MarketPlace tab > DocTemplates > Cogwheel Configuration
To help you as much as possible, we have made template examples available.
We invite you to check them out by clicking the provided link to use them as a working base.
We have made examples of models or templates available for:
HR Contract and subcontracting
Technical Files
Invoice
Quotation
Delivery note
Administrative documents
You can then retrieve the "variables" that you just need to copy/paste into your model or template.
If needed, you can consult the documentation.
This documentation explains where to find and how to qualify BoondManager variables.
Name your document
In each section, we display the naming instructions for templates to follow.
Thanks to your template naming, you will be able, for example, to:
define an HR contract template by contract type (Permanent Contract, Fixed-Term Contract, etc.)
define an invoice/credit note/quotation template for a specific client
define a contract/invoice/credit note/quotation template for each legal agency
define a template in English
Insert your template
Prerequisites
Only users with Administrator rights can insert models.
Once your model is created, it is up to you to attach it in the corresponding section.
Administration > Apps/Marketplace > DocTemplates > Configuration button
To go further:
You can follow this infographic which brings together several models and dedicated explanations.
FAQ
💡Is it possible to have several quotation templates?
Yes, you can have several quotation templates in DocTemplate. You can choose the template you want when generating the quotation in PDF.