Setting up templates for your documents is exciting but can seem difficult if you just got started with it. That is why we'd like to help you out with these tips and tricks!
But before we go deep in detail, we recommend that you have a look to the following articles if….
- You want to create a template
- You have questions about the settings of CSS code to define color, font or font size.
- You have issues trying to add a specific font to your template.
Now that you already know the basics, let's move on to some additional tips and tricks and some examples of templates!
Situation 1: You want to work with long descriptions on your quotation/invoice.
Long descriptions allow you to introduce in the quotation/invoice a more detailed specification of the products/services you are offering.
Solution: Check this article on how to add a long description to your article, and then use the shortcode $LONG_DESCRIPTION$. Do note that this shortcode needs to be in the same cell as the shortcode $DESCRIPTION$.
Situation 2: You want to work with subtotals on your quotation/invoice.
Subtotals allow you to group the price of one or more products/services to, for example, give your client different options where to choose from. If you want to know more about this click here.
Solution: If you want to display subtotals on your quotation or invoice, you'll need to work with the shortcode $SUBTITLE_TOTAL$. This shortcode needs to be on the same line as the shortcode $SUBTITLE$ above the articles.
Situation 3: You don’t want to include in your quotation or invoice any of the mandatory shortcodes.
Solution: In case you do not want to use an obligatory shortcode such as $TEXT_INVOICE$ or $QUOTATION_TEXT$, we advise you to add this shortcode to the template, but choose the background color as font color. An example: in case your background color is white, the font color should be white as well to make it "invisible".
Situation 4: The text on the second page of my document starts in the header.
Solution: You need to extend the size of the header. To do so, use the ruler at the left-hand side of your Word document.
Situation 5: You do not work with quotations but rather with contracts.
Solution: You don't need to use our quotations as actual quotations, they can also be used as contracts. You do, however, need to create some custom fields upfront, and adapt your template accordingly.
More information on custom fields can be found here.
We have also added an example template for a construction contract below. In this example, you could add some specific information in the quotation text, which will then appear instead of the shortcode $QUOTATION_TEXT$.
Note: You can still work with quotations in the traditional sense and send a contract afterwards. To do so, you could either use the template for order confirmations, delivery notes or orders for the contract that you send out after sending out your quotation.
Situation 6: You need to create quotations and invoices in different languages.
Solution: This is no problem at all, this article can help you further.
Situation 7: You work with headers and footers but you cannot use all shortcodes.
Solution: Unfortunately, not all shortcodes are functional in both footer and header. You can add the shortcode $BANKINFO$ to your footer, but apart from that, it's best to avoid using shortcodes in the footer and header of your template.