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Document Templates

Create templates for generating project documents.

Overview​

Document Templates allow you to create standardized documents that can be generated for any project. Templates support merge fields to automatically populate project-specific information.

Accessing This Setting​

  1. Go to Settings > Projects > Document Templates

Configuration Options​

Creating Templates​

  • Template Name - Name for internal reference
  • Category - Group templates by type
  • Description - Template purpose
  • Content - Document body with merge fields
  • Format - Output format (PDF, Word, etc.)
  • Active Status - Enable or disable templates

Merge Fields​

Insert dynamic content from:

  • Project details
  • Contact information
  • Estimate data
  • Custom fields
  • Company information
  • User information

Common Templates​

  • Project Proposal Cover Letter
  • Scope of Work Document
  • Pre-Construction Checklist
  • Material Selection Sheet
  • Project Completion Certificate
  • Warranty Information

Using Document Templates​

Templates can be generated:

  • From the project Documents tab
  • Automatically via workflows
  • In bulk for multiple projects