Custom Documents

Articles in this section

Creating and Customizing a Job Custom Document

  • Updated
Follow

Best Suited for:

  • Back office admins customizing job presentation and branding
  • Back office users responsible for job communications

Important Terms:

PDF: Portable Document Format
Custom Document: is a PDF that can be printed or emailed to customers
Default Template: is used for all jobs unless overridden manually or at the customer level
eSign Documents: are a "Custom Document" that allow customers to sign directly within the "Custom Document PDF"
Tags: Tags within the "Custom Document" are dynamic placeholders that auto-fill with job 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 job custom document template
  3. Insert the standard job template and customize it
  4. Add tags and formatting
  5. Save and preview the document

Creating a New Job Custom Document Template:

  1. Go to My Office > Custom Documents
  2. Select Jobs
  3. Click + New
  4. Type in a Template Name
  5. Set the following options to Yes as needed:
    • Set as Default
    • eSign Document (if enabled)
    • Active
  6. Click Insert Template

  1. Select Standard Job Template

  1. Click OK

This template includes a basic layout you can customize further.

Customizing the Job Custom Document 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)

Adding Tags:

  • Use the Search Tags panel, on the right-hand side
  • 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 job, company profile or employee profile.

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 Tags Style"

  • Border Style
  • Header Colors
  • Text Size
  • Column Widths

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

Additional Resources:

Creating a Copy of a Custom Document

Creating an Estimate Custom Document

Creating an Invoice Custom Document

Creating an Invoice Custom Document with Job Tags

Creating an eSign Document