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PDF and Email Template system preferences

From Admin > General > PDF And Email Templates you can select which PDF Templates and Email Templates  will be used by default in a range of areas throughout CRM. If you still need to customise your templates, click on the previous links to learn how.

PDF and Email Templates in Admin > General

Just click on a field to reveal the options to select from for each type of template.

Note also that when you are making web templates for Quotes, Sales Orders and Invoices you can pair them with a specific PDF and Email template.

Remember that if you make any changes on this page you need to scroll to the bottom and click on Update to apply them.

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