Product Manual/Articles

Templates/Document Layout

How To: Customizing your templates in Teamleader
Integrating your own house style in Teamleader? Easy. With the Word template builder you can personalize invoices, quotations and other documents in no...
Tue, 6 Mar, 2018 at 8:00 AM
FAQ: Templates - tips and tricks
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 ...
Wed, 7 Mar, 2018 at 2:52 PM
FAQ: Can I use my own font in the layout of my documents?
If you are integrating your own house style in Teamleader, you’ll see there are a few standard fonts available under Advanced options. Yours isn’t one o...
Wed, 24 Jan, 2018 at 1:50 PM
How To: How can I edit the CSS of my templates?
When you set up templates for quotations, invoices, etc, you generally use a Word document to set up your own house style. More information on the gener...
Wed, 24 Jan, 2018 at 1:27 PM
How To: Using custom fields on templates
Every company has their own processes and ways of working. Teamleader's custom fields offer a way to personalize your account to your liking. Clic...
Wed, 7 Mar, 2018 at 8:35 AM
FAQ: What does the shortcode $LEGAL_NOTES$ stand for?
When you set up your template for invoices under Settings > Document layout > Invoices, and you download our example template, you'll see the...
Thu, 21 Dec, 2017 at 1:32 PM
FAQ: Can I add the unit prices and total price per line including VAT to my quotation/invoice in Teamleader?
By default, Teamleader sets the unit prices and the total price per line excluding VAT on a quotation or invoice, but you have the option to change this to...
Wed, 24 Jan, 2018 at 1:41 PM
FAQ: What is the max file size of templates in Teamleader?
When integrating your own house style into Teamleader, it is possible that you encounter the following error message when uploading your file: Note th...
Tue, 23 Jan, 2018 at 4:02 PM
FAQ: How can I change the language of a quotation or another document in Teamleader?
If you want to create a quotation for a client who does not speak your language, you only need to make sure that the language within the contact or the com...
Wed, 24 Jan, 2018 at 1:38 PM
FAQ: How can I add different layout 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 informa...
Mon, 16 Apr, 2018 at 5:08 PM
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