Document templates
How to create and edit document templates for quotations, orders, invoices and more
12 articles
- Document templates explainedLearn how Zigaflow document templates work as Word files, where to find PDF variables, and how to set up static and expanding data tables.
- Editing document templates onlineIdeal for changing text or other simple changes. For more complex changes, download to edit on your desktop.
- Download, edit and upload document templatesThis is easier when you are making major changes to a document template
- Finding document variables and tagsFind and copy document variables for your PDF templates by module, and see which non-line item variables you can also use in emails.
- Adding customer signatures to PDF templatesAdd the signature variables to your quotation, job and contract PDF templates so signed documents show the signer's name, signature and date.
- Section styles - different tablesUse different columns and apperance for different sections on the same document
- Images and photos in PDF documentsFix line item images that are sized wrongly in PDF documents by setting fixed-width table columns and choosing JPEG or PDF templates.
- Specification tablesProvide more extensive details for the items or products in your document
- PDF password - set or removeSet a password to protect every PDF document Zigaflow creates, or untick the setting to remove password protection, from the Advanced settings menu.
- Setting up label printingUpload label templates for the stock allocation, items list and purchase order screens, and check which variables you can print on each label.
Troubleshooting document templates
Ideas for solving common issues with document templates
- Totals table breaking across pagesUse this guide if you are experiencing an issue with the "Totals" table breaking across multiple pages when previewing your PDF
- More document template troubleshootingFix Word document template problems in Zigaflow, including failed imports, missing items or sections, slow previews, split tables and footer overlaps.