🤖 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 records
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
⠀
App installation
Administration > Apps/MarketPlace > MarketPlace tab > DocTemplates
Once installed, you will be able to create your invoice, TD... or templates and then upload them in the corresponding section.
Note
Only users with Administration access rights can upload models/templates.
⠀
Using the app
Create your template
Administration > Apps/MarketPlace > MarketPlace tab > DocTemplates > Cogwheel Configuration
To help you as much as possible, we have made template examples available to you.
We invite you to check them out by clicking the provided link to use them as a working base.
We have made available template examples for:
HR and subcontracting contracts
Technical Files
Invoices
Quotations
Delivery notes
Administrative documents
You can then retrieve the "variables" to 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 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 templates.
Once your template is created, you must attach it in the corresponding section.
Administration > Apps/Marketplace > DocTemplates > Configuration button
Go further:
You can follow this infographic which brings together several templates and dedicated explanations.
FAQ
💡Is it possible to have multiple quotation templates?
Yes, you can have several quotation templates in DocTemplate. You will be able to choose the template you want when generating the PDF quotation.