Invoice Templates, Quote Templates, Email Templates to customize your CRM Software |
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Home Page CRM Software FAQ Example Invoice and Quote Contact Management Software Setup steps for Shared Customer Data Download FREE 30 CRM Software day trial
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 also Word documents and you can easily Edit the Word Templates to change the wording and layout of documents produced. Just select Tools->Maintain Templates to get to the list of templates you can edit.
On the Maintain Templates form, you can select the template you would like to edit eg Invoice - freeform and click Edit Template.
This displays the Template in Microsoft Word where you can use standard Word facilities to edit the Template to suit your business requirements.
This is how the default free form Invoice Template looks when you first edit it.
There are special tags eg <!customerid!> which are replaced with the specific customer details when a document is created, and there are free text areas which you can customize as you please. Anything that isn't within special tags can be edited. For example you can change "Thank you for your custom". You can edit the header and footer to add your company logo, company name and address, telephone number etc. You can change the fonts etc.
If you don't want to display something that is generated by the special tags you can just delete the special tag. For example, if you don't want to display the customer id you can simply delete the customer id tag and the text that goes with it, and the customer id will not be displayed on documents generated from that template.
Quote Templates and Invoice Templates also contain a table (shown here in blue) that is used to display the individual quote/invoice paragraphs or items. The table should not be deleted or the number of rows/columns changed, but the font, size, colour of the table can be changed.
Also, when creating a document eg a quote, you may see these buttons, and you can click Edit Template to edit the corresponding Word template.
If you click Restore Original, the previously saved Document Template is restored. This provides a backup facility.
The link below shows a short training video on editing a Template to customize quotes including adding a header and footer and customizing the wording.
View Edit Quote Template video
Or you can download it as a .zip file
Download Edit Quote Template video
For more information about Amphis Customer Small Business CRM Software please visit CRM Software
Home Page CRM Software FAQ Example Invoice and Quote Contact Management Software Setup Shared Customer Data Download FREE CRM Software 30 day trial
