How can I add different variations of my documents, e.g. quotations or invoices?


Possibly, you may have more than one kind of quotation or invoice in use. This depends on the type of services you provide or the additional information you'd like to include. Teamleader allows you to create different layout variations for your documents to aid in exactly those situations.


To create an additional variation of a file template, navigate to Settings > Document layout > Setup Now > Actions > Create new layout variation.




In a next step, you can give this variation a name, to allow for clear distinction between the variations. Note that the standard layout variation is always the first one, and the order of other variations is based on the time of creation. This means that the newest layout variation will always be at the very bottom.




As soon as you have multiple layout variations, you can choose between those variations when creating a quotation, an invoice, etc. By default, the first (original) variation will always be selected.



This article was helpful for 7 people. Is this article helpful for you?