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Templates

CRM allows you to customise different types of Templates for use throughout the system. You can currently create the following types of templates in your CRM:

  • SMS
  • Email
  • Letter
  • Online Quote (web version)
  • Quote template (form version)
  • PDF Quote
  • PDF Sales Order
  • PDF Invoice
  • PDF Purchase Order

You can create as many different templates as you want, and specify where they can be used. The following guides explain how and when you can use your Templates, as well as any limitations that apply.

Working with Templates

Help Articles

You can also see our section About Admin for specific instructions on setting up and using different types of Templates.

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