Custom Documents

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Creating an Estimate Custom Document

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Best Suited for:

  • Back Office admins customizing estimate presentation and branding

Important Information:

  • A Custom Document is a PDF that can be printed or emailed to customers
  • The Default Template is used for all estimates unless overridden manually or at the customer level
  • eSign Documents allow customers to sign directly within the Custom Document PDF
  • Tags are dynamic placeholders that auto-fill with estimate or company-specific data

Strategic Workflow:

  • Enhances professionalism and consistency in customer-facing documents
  • Allows for tailored layouts, branding, and data presentation

Process Description:

  1. Navigate to the My Office > Custom Documents section
  2. Create a new estimate template
  3. Insert a base layout and customize it
  4. Add tags and formatting
  5. Save and preview the document

Step-by-Step Instruction:

Step 1: Creating a New Estimate Template

Go to My Office > Custom Documents

Select the Estimates

Click + New

Enter the Template Name

Set the following options to Yes as needed:

  • Set as Default
  • eSign Document
  • Active

Click Insert Template

image - 2025-08-28T082312.642.png

Select Standard Estimate Template

Click OK

This template includes a basic layout you can customize further.

Step 2: Customizing the Template

  • Add or delete rows
  • Change colors and text
  • Insert tables, images, or links
  • Right-click to access formatting options like:
    • Insert Row/Column
    • Delete Table
    • Cell Properties
    • Table Properties (e.g., width, padding, alignment)

Step 3: Adding Tags

Use the Search Tags panel

Place your cursor within the document, where you want to insert the tag and double-click the tag and it will place the tag into the template

You can also click and drag the tag into the template

Tags auto-populate with data from the estimate or company profile.

Step 4: Adjusting Rate Table Settings (Optional)

  • Choose what to display:
    • Product/Service Picture
    • Line Item Name
    • Description
    • Quantity
    • Rates
    • Line Item Total
    • Tax %
    • Line Item Total w/Tax
    • Show Taxes
  • Customize style:
    • Border Style
    • Header Colors
    • Text Size
    • Column Widths

Step 5: Finalizing the Document

Click + Add Page to insert additional pages if needed

Adjust Page Setup:

  • Margins
  • Layout
  • Page Numbers

Click Save Template

Click Preview to review the final layout

For more on estimate options, see Estimate Options Article

To copy an existing custom document, see Copy Custom Document Article

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