🤖 This article was translated by AI.
This application allows you to generate documents (Word or PDF) in your own 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 or subcontracting contract templates for your resources
Invoice and credit note templates
Quotation templates from the Quotation 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 other templates and upload them in the corresponding section.
Please note
Only users with Administration access rights can upload models/templates.
⠀
Using the app
Create your template
Administration > Apps/MarketPlace > MarketPlace tab > DocTemplates > Configuration cogwheel
To help you as much as possible, we have made template examples available to you.
We invite you to consult them by clicking the provided link so you can use them as a working base.
We have provided example templates for:
HR and subcontracting contracts
Technical Files
Invoices
Quotations
Delivery notes
Administrative documents
You can then retrieve the "variables" and simply copy/paste them 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 template naming instructions to follow.
With your template naming, you will have the possibility, 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 templates.
Once your template is created, you need to attach it in the corresponding section.
Administration > Apps/Marketplace > DocTemplates > Configuration button
To go further:
You can follow this infographic which gathers several templates and dedicated explanations.
FAQ
💡Is it possible to have multiple quotation templates?
Yes, you can have multiple quotation templates on DocTemplate. You will be able to choose the template you want when generating the PDF quotation.
💡Which DocTemplates variables should be used for electronic invoicing?
Since the implementation of Factur-X and CII formats on Boond (December 2023), new DocTemplates variables are available:
Invoice side:
$billingDetailVatNumber$ (VAT number)
$billingDetailSiren$ (SIREN)
$billingDetailNic$ (NIC)
$billingDetailRegistrationNumber$ (SIRET)
$billingDetailNumber$ (Provider number)
$billingDetailSendingMode$ (Sending mode)
Order side:
$billingDetail.vatNumber$ (VAT number)
$billingDetail.siren$ (SIREN)
$billingDetail.nic$ (NIC)
$billingDetail.registrationNumber$ (SIRET)
$billingDetail.number$ (Provider number)
$billingDetail.sendingMode$ (Sending mode)
💡My DocTemplates template is refused on upload: what should I do?
When your DocTemplates template is refused on upload, DocTemplates displays the list of variables it does not recognize. This number of errors guides you:
Only one variable reported: check its spelling, its full syntax (
$variableName$), that it exists for this type of template, and that there are no extra special characters or$around it.Many variables reported: look for a global cause, such as an isolated
$in the document, a variable not properly closed, or variables from another template type (for example, delivery variables in an HR contract).
💡How to display the $ (dollar) symbol or a currency in my DocTemplates template?
To display a currency in your DocTemplates template, do not write the $ symbol manually (for example "1,000 $"). DocTemplates uses the $ character to detect variables and reads it as the start of an incomplete variable, which blocks the template upload.
Instead, use the provided currency variable, such as $currencySymbol$ (currency symbol) or $currency$ (currency code, e.g., EUR) on an invoice or quotation. The exact variable name depends on the template type: check the corresponding tab in the variable documentation.
💡My DocTemplates template is uploaded but I don't see it when generating my document: why?
If your DocTemplates template is uploaded but not offered when generating the document, check the file name. The template name determines in which context it is selected (legal agency, pole, user language, PDF format). A valid template whose name does not match the context of the card will not be offered. Naming rules are displayed in each section of the DocTemplates configuration.
💡Some information is empty in the document generated by DocTemplates: why?
When information is empty in the document generated by DocTemplates, even though the variable is correct, it is usually because the data is not entered in Boond or is not linked to the correct card. For example, information about the provider of an external resource remains empty if no provider is associated with that resource. The variable documentation indicates, for each variable, on which card and in which tab the data must be entered.
💡My DocTemplates variable works in the text but not in a table (or vice versa): why?
A DocTemplates variable can be of three types, and each type is used differently in the Word document:
Simple: a single value, to be inserted directly into the text (e.g.,
$lastName$).List: multiple values, to be placed in a single-bullet list (e.g.,
$activityAreas$) or converted to comma-separated text with the join modifier ($activityAreas|join$).Table: multiple rows, to be placed in a Word table row (e.g.,
$languages.language$and$languages.level$); DocTemplates creates one row per item.
The type of each variable is indicated in the "Variable type" column of the variable documentation.
💡My DocTemplates invoice or quotation is not generated correctly: what should I check?
If your DocTemplates invoice or quotation template is not generated correctly, check the structure of your tables: totals must be placed in a separate table from the one containing the invoice or quotation lines.
💡How do I know if the problem comes from my Word document or the DocTemplates variable?
To find out if the problem comes from your Word document or the DocTemplates variable, do a test with a minimal document:
Create a new Word document containing a single line of text and the variable to test.
Upload this document in the same DocTemplates template type.
Generate a document from this template.
If the minimal document works, the problem comes from your original Word document: hidden characters, content copied from Excel or a PDF, text boxes, nested tables, or variables placed in the header or footer. Then, gradually simplify your document to identify the problematic part.