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:
- Navigate to the My Office > Custom Documents section
- Create a new job custom document template
- Insert the standard job template and customize it
- Add tags and formatting
- Save and preview the document
Creating a New Job Custom Document Template:
- Go to My Office > Custom Documents
- Select Jobs
- Click + New
- Type in a Template Name
- Set the following options to Yes as needed:
- Set as Default
- eSign Document (if enabled)
- Active
- Click Insert Template
- Select Standard Job Template
- 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