Documents and print templates

02What the module does

• Contracts in an organized libraryThe library stores documents in a folder tree and tracks the type, status, publication date and expiration date for each one. You can tell at a glance which documents are still valid.
• Files right on the recordLink a document to a company, lead, opportunity, quote, order or serial number. You will find the contract or technical datasheet directly on the record.
• PDF from any recordPrint any printable record to PDF with a single action while the system automatically selects the default template. The document is ready to download without anyone retyping data.
• The right template without manual selectionThe default template is determined by the record type and issuer. Every document comes out in the right layout without anyone having to look for it each time.
• Printed documents stay on the recordThe Save printed document action attaches the PDF directly to the record. You can return to what you printed later without searching your computer.
• A whole batch in a single fileA bulk action generates PDFs from multiple records and packs them into a single ZIP file. Download a large batch of documents all at once instead of one by one.
• Canceled documents stand outWhen a document is in the canceled status, the system adds a diagonal stamp to its PDF. Nobody will mistake a canceled document for a valid one.
• Templates without a developerBuild templates from blocks in the editor or insert your own HTML and CSS, and check the result in the preview. You can customize the look of your documents yourself.
• Templates handle line items with easeInsert record fields into the template, loop through document line items, add conditions and format dates and numbers. The resulting document matches the record's content.
• Templates for print and webTemplates work in PDF, email or web page mode. Manage print outputs, emails and web quotes in one place and in the exact same way.
• Ready-made templates out of the boxThe system includes 28 ready-made templates for invoices, credit notes, quotes, orders, service reports and emails. You never start with a blank editor.
• Updates never overwrite your changesWhen you edit a system template, the system creates your own copy. Future updates will not overwrite it, so your documents stay just the way you set them up.
• Quotes as a web pageCustomers can receive a quote as a web page in one of six designs. Choose the look that matches how your company wants to present itself.
• Signature via a public linkA form template defines the questions, you send the completed form to the customer via a public link for signature, and the result is saved as a PDF. No paper needs to change hands.

05Frequently asked questions