Create job templates

Under Settings – Orders – contracttemplates you can create new order templates.

1Tool | Screenshot 2022 12 05 at 10.44.41 1

Existing order templates are now displayed here. These can be edited or deleted by you.
To create a new order template, click “Define new job template"

1Tool | Screenshot 2022 12 05 at 10.45.50:XNUMX:XNUMX
1Tool | Screenshot 2022 12 05 at 11.05.21:XNUMX:XNUMX

Select PDF Template in the top bar (tab) to create your own customized template.
In order for your template to remain editable, it must contain the following elements.

###TODAY###
Today's date in the format DD.MM.YYYY
###PROPOSAL_DATE###
Sales document date in the format DD.MM.YYYY
###CUSTOMER_ADDRESS###
Address of the sales document recipient
###CUSTOMER_NUMBER###
customer number
###PROPOSAL_ID###
Sales Document Number
###CUSTOMER_TEXT###
free text
###PROPOSAL###
Table of positions
###PROPOSAL_WITHOUT_PRICE###
Table with the items without price
###CREATOR###

A brief explanation and information about the editor can be found here.
1Tool | PDF template order group

Order group_MailSettings