⇄ Applicable to: settings, account, quotes, invoicing
A template is a pre-set design of documents (e.g. quotes, invoices, ...), e-mails, etc. Using a template, you can adapt them to your company's brand style and tailor each document to the customer.
Easybox supports an unlimited number of templates for each document type. If, while formatting a document, you don't want to use the preset default template, you can very easily switch between all your (preset) templates.
What can you set in the templates in Easybox?
- Logo, colours, font and -size, design of borders and elements
- Showing or hiding different elements of your document content allowing you to choose e.g. between a simple or detailed price information.
- All fixed elements can be renamed according to your preferences, e.g. "Quote" can be replaced by "Estimate" and so on.
- Template attachments (e.g. general terms and conditions, ...)
Read here how to set up your templates in Easybox!