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- Admin
- Account Options
- Pricing settings
- PDF and Email Template system preferences
- Locations
- Brand Customisation
- Product Categories
- Product Groups
- Enable Time Billing
- Customising Assets
- Custom Fields
- Delivery Resources
- Delivery Options
- Reporting Preferences
- Sales & purchase settings
- Calendar Settings
- Messaging settings
- Repeated Invoice frequency
- Company Settings
- Credit Settings
- Sales Regions
- Asset Settings
- Ticket settings
- Relationships
- Proposal-based Quotes
- Customising Training
- Prefix/Sequences settings (Record Numbering)
- Creating SMS Templates
- Invoice Settings
- Creating Email Templates
- Creating Letter Templates
- Using Letter Templates
- Using SMS Templates
- Using Email Templates
- Setting up Teams
- System security
- Users
- Activate a new User account
- Log into a User account
- Managing Connections
- Calculating Landed Costs
- Resources
- Payment Methods
- Payment Terms
- Couriers
- PDF Templates
- Service Reports
- Quote Form Templates
- System Quote Preferences
- Credit Control
- Setting up Teams
- Regional Settings
PDF and Email Template system preferences
From Admin > General > PDF And Email Templates you can select which PDF Templates, SMS 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.
Just click on a field to reveal the options to select from for each type of template.
Remember that if you make any changes on this page you need to click on Save at the top of the page to apply them.
Exceptions to the rule
When you are making Web Templates for Quotes, Sales Orders, Invoices, Subscriptions, Requests For Quote and Purchase Orders you can pair them with a specific PDF and Email template – that choice will override the choices you make in Admin > General > PDF And Email Templates.
Template selection fields on a Quote Web Template