CRM Software Templates

CRM Templates for Invoices, Quotes, Customer Letters, Emails etc

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Document Templates

Amphis Customer CRM Software generates Quotes, Invoices, Customer Letters, Reminders, Job Sheets etc as Word documents and there is a Document Template for each type of document.

The Templates themselves are just Microsoft Word documents and you can easily Edit the Templates using Microsoft Word facilities to change the wording and layout of documents produced. Just select Tools->Maintain Templates to get to the list of templates you can edit.

Invoice Template

Edit Document Templates

On the Maintain Templates form, you can select the template type you would like to edit eg Invoice - freeform, select a specific template and click Edit Template.

This displays the Template in Microsoft Word where you can edit the Template to suit your needs.

Example Templates

Here is an example free-form Invoice created using a "formal" template. There are 3 sets of Quote and Invoice templates supplied with Amphis Customer and you can edit these templates in Microsoft Word to add your company logo and business details or change the wording and fonts. You can also create your own Templates in Microsoft Word.

Invoice Template

Missing the New Templates ?

If your version of Amphis Customer doesn't already have these new "blue" and "formal" templates, you can download and install them from here.

More Information

We have some short CRM Videos about Amphis Customer CRM Software and also a CRM Quick Guide with more details and screenshots. We have Prices, Customer testimonials and CRM Software Case Studies or why not Download our CRM Software Free 60 Day Trial and try it for yourself ?

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CRM Case Studies

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