- Training
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- Admin
- Payment Terms
- Product Groups
- Product Categories
- Locations
- PDF and Email Template system preferences
- Pricing settings
- Sales & purchase settings
- Regional Settings
- Setting up Teams
- Credit Control
- System Quote Preferences
- Quote Form Templates
- Service Reports
- PDF Templates
- Couriers
- Calculating Landed Costs
- Payment Methods
- Creating SMS Templates
- Managing Connections
- Log into a User account
- Activate a new User account
- Users
- System security
- Setting up Teams
- Using Email Templates
- Using SMS Templates
- Using Letter Templates
- Creating Letter Templates
- Creating Email Templates
- Invoice Settings
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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