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.

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

First Name*:
Last Name*:
Email1*:
Phone (Work)*:
Is there anything else we can help you with: