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Editing document templates online

Ideal for changing text or other simple changes. For more complex changes, download to edit on your desktop.

Open the template editor

1. Click here.

Settings gear icon highlighted in the top-right toolbar of the Zigaflow dashboard, next to the notifications bell

2. Click "Document Templates"

Settings menu list with Document Templates highlighted and selected, between Customer Portals and Domains

3. Click "Edit" on the desired template

Document Templates page, Quotations tab, with the Edit button highlighted on a template row in the templates list

4. Make any changes using the online editor

Edit Quotation Document Template editor on the Design tab, with a click marker in the business address table cell

Add variables to the template

5. To find variables, click on "Search Variables"

Document template editor with the Search Variables button highlighted in the blue toolbar next to Step 1: Preview

6. Click "Line Items" for ones that correspond to items. The other tabs cover variables that are not repeated on the document, such as delivery notes.

Tags list with the Line Items tab highlighted, next to the Quotation Information and Business Information variable tabs

7. Click on a variable to copy it

Tags list with Line Items tab open, highlighting the {ItemDetailedDescription} variable to click and copy it

8. Click "Close Tags List"

Tags list with Line Items tab open showing variables like {ItemDetailedDescription}, Close Tags List button highlighted

9. Paste it into the document

Document template editor with an orange marker on the line items table near the {ItemDescription} field, showing where to paste

Preview and save your changes

10. Click "Step 1: Preview"

Edit Quotation Document Template screen with the "Step 1: Preview" button highlighted at the top right of the blue toolbar

11. Use this dropdown to preview on other document document numbers

Template editor preview showing an Estimate, with the quote number dropdown above the PDF preview highlighted

12. If you are happy with the change, click "Step 3: Save:"

Template preview of an Estimate document with the dropdown arrow beside the green Step 2: Save button highlighted

13. Click "Save Changes" to overwrite the current version, or select the second option to create a new one.

Template preview with the Step 2: Save dropdown open, highlighting Save Changes above the Save as New Template option

Learn more: document templates in Zigaflow

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