Product Manual

Templates/Document Layout

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...
Tue, 5 Nov, 2019 at 12:47 PM
How To: Email templates for quotations, invoices and meetings
Why use templates? Templates or default emails are pre-formulated messages that can be sent within a few clicks. This helps you to save time if you often...
Mon, 22 Feb, 2021 at 1:59 PM
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 th...
Mon, 6 Aug, 2018 at 1:43 PM
FAQ: Which info does the shortcode $CLIENT_INFO$ contain?
When creating a template in Teamleader, which you can do by clicking on Settings > Document layout, you'll have the option to add several shortcode...
Thu, 27 Aug, 2020 at 10:26 AM
Integrations/Marketplace