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Templates: Formatting Text, Labels, and Buttons

All of the fields on your quotes and invoices can be customized to help you communicate with your audience, display specific customer information, and portray consistent branding. Instead of editing each individual quote and invoice, you can simply edit sections on your templates so the content will be applied to all corresponding quotes and invoices. You can add content by typing in plain text, or by including dynamic CRM properties such as {{deal.name}}. Check out this article to learn more about dynamic properties.

Adding Text Content to Your Template

To add text to your template, navigate to Settings > Templates, open the template you'd like to work on, and click Edit in any section that you'd like to modify.

edit-sections

Advanced: Custom CSS and JavaScript can also be used to further customize your templates.

A modal will then open where you can make your changes to the section. The section label can be entered at the top, and the content below.

edit-description

Liquid Variables

Most fields can be customized in further detail using Liquid templating and Markdown syntax. Liquid variables pull dynamic content (e.g. customer, deal, and organization fields) from your CRM directly into your quotes or invoices. For your convenience, we provide a list of commonly used Liquid variables. This list is also available as a link when editing specific sections of your template, as seen at the bottom of the modal.

liquid-variables-2

 

Formatting Labels

There are more sections further down in the template, such as Products, Scheduled Payments, and Labels, that consist of lists whose content you can modify. You may edit the section label and field labels, change the display order by dragging items, and displaying/hiding each item via checkbox.

additional-sections

For example, here is what the Edit Products modal looks like. Similar to the sections discussed above, custom fields can be used to create additional fields here. As always, don't forget to save your changes.

formatting-1

Customizing Buttons

Some elements will appear as buttons on your invoice, such as the Pay, Accept, and Decline buttons. To change the labels on buttons, edit the section of the same name. From here, you'll be able to customize the button text.

buttons 2

 

What is the "Save as Default" Option?

This option is actually found within individual quotes and invoices - not in the template. You are able to make a change in a quote/invoice detail section directly, and by clicking Save as Default, have that change be applied to the template. This is a full override, and you can complete change the template details from here if you want. This works for removing text as well.

save-as-default

Notes on Markdown and CSS

Using Markdown allows you to do more specific text formatting like changing font sizes, or adding links and image. See examples below:

Adding a formatted link:

[Your Link](https://example.com)

Adding an image:
[Your Image](https://example.com/image.png)

 

For more advanced users, feel free to use our CSS framework for styling.

Check out our video on Customizing Templates for more details!