Customise your document templates
Brand and lay out your quotes, invoices, job sheets and POs.
What this is for
Document templates control how your quotes, invoices, purchase orders, job sheets and SWMS look — your logo, branding, footer and appendix pages. Set them up once and everything you send out looks the part.
Before you start
- You are signed in as an admin.
- Your logo and details are set (Your shop → Appearance).
Step by step
- 1
Open Documents → Document templates.
- 2
Pick the document you want to change — quote, invoice, purchase order, job sheet or SWMS.
- 3
In Template library choose the layout, then work down the sections — Business identity, Brand (logo, colours, fonts), Footer and Appendices.
- 4
Click Save template, then View sample PDF or Download sample PDF to check it reads the way you want.
Tips & gotchas
- Get your quote template right first — it is the document customers judge you on before they have bought anything.