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...
Mon, 6 Aug, 2018 at 1:21 PM
How To: Email templates for meetings, quotations and invoices
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...
Thu, 13 Dec, 2018 at 4:29 PM
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