🤖 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 Data (TD) model or template for candidate and resource cards
HR or subcontracting contract model or template for your resources
Invoice and credit note model or template
Quotation model or template from the Quotation app
Commercial offer model or template
Mission Order model or template
Delivery note model or template
Administrative document model or template: equipment loan or various authorizations
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Application installation
Administration > Apps/MarketPlace > MarketPlace tab > DocTemplates
Once installed, you can then create your invoice, TD... or templates and upload them in the relevant section.
Note
Only users with Administration access rights can upload models/templates.
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Using the application
Create your model
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 review them by clicking the provided link to use them as a working base.
We have provided examples of models or templates for:
HR and subcontracting contracts
Technical Data files
Invoice
Quotation
Delivery note
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 naming instructions for templates to follow.
Thanks to the naming of your templates, you will be able, for example, to:
define an HR contract model or template by contract type (Permanent Contract, Fixed-Term Contract, etc.)
define an invoice/credit note/quotation model or template for a specific client
define a contract/invoice/credit note/quotation model or template for each legal agency
define a model or template in English
Insert your model
Prerequisites
Only users with Administrator rights can insert models.
Once your model is created, you must attach it in the relevant 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 multiple quotation models?
Yes, you can have multiple quotation models in DocTemplate. You can choose the template you want when generating the quotation in PDF.