The Custom Documents module allows custom estimates, work orders, and invoices to have customized PDFs. For a number of reasons, it can be useful to have multiple versions of the same document.
For example, you may wish to have an invoice for customers with parent accounts, and an invoice for customers without parent accounts. If your business serves multiple industries, you may wish to have an estimate designed for HVAC customers, Plumbing customers, or Electrical customers.
Start by going to My Office > Custom Documents, and find the document you need to create a copy of in the list on the left.
Across the top of the body of the document is a formatting bar. The second-to-last button looks like the less-than symbol and greater-than symbol facing each other. These symbols, frequently used in HTML, denote the Source Code button. Clicking this will allow you to see all the HTML coding that exists to make your document look the way it does.
Click on the Source Code button to bring up the source code window. Highlight and copy the contents of the window, from line one, all the way to the bottom. Using the keyboard shortcut Control+A on a PC, or Command+A on a Mac, will help you quickly highlight all. Then use Control+C or Command+C to copy, or right-click with your mouse and select Copy from the menu.
Click OK to close the source code window. Time to open a new document!
Click the +New button to open up a fresh, blank document. Enter a title, click the Source Code button again, and Control+V or Command+V to paste all your HTML code into this window. Click OK!
You now have an exact copy of the original document. I've changed "Retrofitting Estimate" in the top right corner to now read "Proposal" in italics, and I've changed the color to purple, from teal. The Customer field has also changed and now includes the ParentCustomer tags, and the address is multiple lines.
One important note: Tag Settings, Tags Style, and Page Setup will not carry over from one document to another. If you have any enabled or disabled Tag Settings or edited the Tags Styles or Page Setup items on a document, you'll need to manually adjust them to make them match to your original document.