You can create and edit text templates to pre-set the text content used in quotes, jobs, or invoices by following the steps below.
Text templates are available for the following fields: Quote body, Quote footer, Quotes terms & conditions, Job body, Job footer, Invoice body, and Invoice footer.
In the following example, we are creating a text template for Quote body. You can follow similar steps to create other text templates.
1. Navigate to Settings > Text templates.
The Text templates dropdown is displayed.
2. Click Quote body.
The Quotes body templates page is displayed.
3. Click Create new template.
The Create new quote body template dialog is displayed.
4. Enter the name of the template in the Name field.
5. Enter the default content to be displayed in the Text field.
6. Click Save changes.
The text template is created and displayed.
Note:
- You can edit any template created by clicking Edit in the row of the template and making the necessary changes.
- You can delete any template that is no longer needed by clicking Delete in the row of the template and confirming the deletion.
- You can change the order of the template list by holding down the left mouse button on the icon in the Sort column of the template and dragging it up or down.
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