- Training
- Reporting
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- Admin
- Credit Control
- Product Categories
- Product Groups
- Calculating Landed Costs
- PDF and Email Template system preferences
- Quote Form Templates
- PDF Templates
- Locations
- Invoice Settings
- Managing Connections
- Creating Email Templates
- Creating Letter Templates
- Using Letter Templates
- Using SMS Templates
- Setting up Teams
- Using Email Templates
- System Quote Preferences
- Service Reports
- Regional Settings
- Payment Methods
- Payment Terms
- Sales & purchase settings
- Setting up Teams
- Pricing settings
- System security
- Users
- Activate a new User account
- Log into a User account
- Couriers
- Creating SMS Templates
PDF and Email Template system preferences
From Admin > General > PDF And Email Templates you can select which PDF 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.
PDF and Email Templates in Admin > General
Just click on a field to reveal the options to select from for each type of template.
Note also that when you are making web templates for Quotes, Sales Orders and Invoices you can pair them with a specific PDF and Email template.
Remember that if you make any changes on this page you need to scroll to the bottom and click on Update to apply them.
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