Document templates produce printable PDFs (or Word, Excel, HTML) from record data — invoices, quotes, contracts, receipts, letters, certificates. You design the template once and the platform fills in the values for each generated document.
Why Templates Matter
- Brand consistency: Every generated document looks identical.
- Compliance: Required clauses always present (terms, legal notices, VAT details).
- Speed: One click vs manual document creation.
- Auditable: A snapshot of every generated document is saved against the source record.
Output Formats
- PDF: Universal, locked-content, signable. Default for most uses.
- DOCX: Editable Word documents; useful when the recipient wants to amend.
- XLSX: Excel — for templated spreadsheets like a price list with calculations.
- HTML/email: Inline preview, send by email without an attachment.
Worked Examples
- Invoice PDF: Header with logo, customer billing address, line items table, subtotal/tax/total, payment terms footer.
- Quote PDF: Branded cover page, scope of work, line items, terms, signature page.
- Contract DOCX: Multi-page legal text with merge fields for parties, dates and amounts.
- Certificate of completion: Decorative landscape PDF with attendee name, course title, date.
- Letter: Personalised correspondence on company letterhead — opening paragraph, body, sign-off.