Sales
To create and customize clients' printable templates
- Select “Templates” from the navigation menu.
- Select “Printable Templates“.
- Click the card “Clients“.
- Click the button “Add Template“.
- Design your own Client Template as required using the build tools and placeholders.
- Click “Preview” to preview the template before saving it.
- Click “Save“.
To view each client's customized template
- Select “Clients” from the navigation menu.
- Select “Manage Clients”.
- Select the required Client’s file.
- Click the button “Voucher“.
- Select the required template using the drop-down.
- Print, download as PDF or send the customized template to your client via email as required clicking the button “Print“, “PDF” or “Send Email” respectively.