Templates - tips and tricks



Setting up templates for your documents can be a daunting task. That is why we'd like to help you out with these tips and tricks!


If you want to start creating a template, we recommend you read this article. Should you have any questions on the settings of CSS code to define colour, font or font size, click here.


Any issues trying to add a specific font to your template? This article will help you out.


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.


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 same cell as the shortcode $DESCRIPTION$.


Situation 2: You want to work with subtotals on your quotation/invoice.


Solution: If you want to display subtotals on your quotation or invoice, you'll need to work with shortcode $SUBTITLE_TOTAL$. This shortcode needs to be on the same line as the shortcode $SUBTITLE$ above the articles.


Note:

In case you would like to work with different options on your quotation, click here.


Example templates:

Quotation_subtitles_option1

Invoice_subtitles_option1


Quotation_subtitles_option2

Invoice_subtitles_option2


Situation 3: Your document should not be called quotation or invoice but those shortcodes are mandatory.


Solution: In case you do not want to use an obligatory shortcode such as $TEXT_INVOICE$ or $QUOTATION_TEXT$, we advice you to add this shortcode to the template, but choose the background colour as font colour. An example: in case your background colour is white, the font colour 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 $QUOTATION_TEXT$.


Quotation_contract


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.


Example templates:

Quotation_example1

Quotation_example2


Invoice_example1

Invoice_example2

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