Quickly create quotes, orders and summaries using templates that update details automatically.
Document templates support .DOC file formats
This article covers:
- Where to find document templates
- Types of document templates
- How to populate templates with dynamic data (tags)
- Full list of document tags
- How to add tags to a Word document
Where to find document templates
- Click Settings → CRM → Document templates
Types of document templates
Scroll and you'll find three template types.
Standard templates
These contain pre-built templates for order confirmations and proposals for opportunities.
Click to restrict these to specific roles, and click the Preview icon to view an example:
Custom templates
Click New custom template to create custom templates in Upsales using coding/HTML/CSS knowledge.
To edit or delete existing custom templates, hover and click the relevant icons:
Your templates
You can also upload your own templates. Either create these from scratch, or download and edit the two Upsales templates:
After you have created the document for upload:
- Click New template:
- Add the template name
- Select if you want to restrict permission access to specific roles
- Select where the template is available to be used (from Orders, Subscriptions, Companies and contacts, or Activities)
- Drag the file to be uploaded or click Select from computer:
How to populate templates with dynamic data (tags)
You can make your document templates automatically update with the right information every time. For example, company name, customer name, product, date, plus much more. It's done using tags.
In the example below. tags are highlighted in grey and will update dynamically. You just need to have the data in Upsales for the tag:
How to view available tags
- Click Settings → CRM → Document templates
- Click 'Show list of available tags':
- Copy & paste the chosen tag into your document template.
Full list of document tags
Company tags
| Company: ID | Cl_ID |
| Company: Name | Cl_Name |
| Company: Phone | Cl_Phone |
| Company: Fax | Cl_Fax |
| Company: Webpage | Cl_Web |
| Company: Notes | Cl_Notes |
| Company: User | Cl_User |
| Postal address: Street |
Cl_Address |
| Postal address: Post code | Cl_Zipcode |
| Postal address: City | Cl_City |
| Postal address: State | Cl_State |
| Postal address: Country | Cl_Country |
| Visit address: Street | Cl_Address_Visiting |
| Visit address: Post code | Cl_Zipcode_Visiting |
| Visit address: City | Cl_City_Visiting |
| Visit address: State | Cl_State_Visiting |
| Visit address: Country | Cl_Country_Visiting |
| Invoice address: Street | Cl_Address_Invoice |
| Invoice address: Post code | Cl_Zipcode_Invoice |
| Invoice address: City | Cl_City_Invoice |
| Invoice address: State | Cl_State_Invoice |
| Invoice address: Country | Cl_Country_Invoice |
| Delivery address | Cl_Address_Delivery |
| Delivery address: Post code | Cl_Zipcode_Delivery |
| Delivery address: City | Cl_City_Delivery |
| Delivery address: State | Cl_State_Delivery |
| Delivery address: Country | Cl_Country_Delivery |
| Other address: Street | Cl_Address_Other |
| Other address: Post code | Cl_Zipcode_Other |
| Other address: City | Cl_City_Other |
| Other address: State | Cl_State_Other |
| Other address: Country | Cl_Country_Other |
Contact tags
| Contact ID | Co_ID |
| Contact Name |
Co_Name |
| Contact Phone |
Co_Phone |
| Contact Mobile phone |
Co_Cellphone |
| Contact Email |
Co_Email |
| Contact Title |
Co_Title |
| Contact Notes | Co_Notes |
Date tags
| Today | Today |
| Today +10 days | Today_Plus_10 |
| Today +15 days | Today_Plus_15 |
| Today +20 days | Today_Plus_20 |
| Today +30 days | Today_Plus_30 |
| Today +38 days | Today_Plus_38 |
| tag.general.lastday | LastDay |
Activity & appointment tags
| Activity/appointment: ID | Act_ID |
| Activity/appointment: Date | Act_Date |
| Appointment: Time | Act_Time |
| Activity/appointment: Description | Act_Description |
| Activity/appointment: User | Act_User |
| Activity/appointment: Type | Act_Type |
| Activity/appointment: Notes | Act_Notes |
| tag.activity.classic.contact | Meeting_Contact_Names |
| Campaign name | Project_Name |
| Campaign quota | Project_Quota |
| tag.project.prefix.quotanc | Project_Quota_NC |
| Campaign Start date | Project_StartDate |
| Campaign End date | Project_EndDate |
| Campaign Notes | Project_Notes |
Order tags
| ID | Order_ID |
| Description | Order_Description |
| Notes | Order_Notes |
| Date | Order_Date |
| Close date | Order_Close_Date |
| Order total value | Order_Total |
| tag.order.ordervalue.nc | Order_Total_NC |
| tag.order.ordervalue.vat25 | Order_Total_VAT25 |
| tag.order.ordervalue.vat25.nc | Order_Total_VAT25_NC |
| tag.order.ordervalue.vat12 | Order_Total_VAT12 |
| tag.order.ordervalue.vat12.nc | Order_Total_VAT12_NC |
| tag.order.ordervalue.vat6 | Order_Total_VAT6 |
| tag.order.ordervalue.vat6.nc | Order_Total_VAT6_NC |
| tag.order.osc.id | OCR_ID |
| tag.order.osc.name | OCR_Name |
| tag.order.osc.address | OCR_Address |
| tag.order.osc.zipcode | OCR_Zipcode |
| tag.order.osc.state | OCR_State |
| tag.order.osc.phone | OCR_Phone |
| tag.order.osc.fax | OCR_Fax |
| tag.order.osc.web | OCR_Web |
| tag.order.osc.notes | OCR_Notes |
| tag.order.osc.user | OCR_User |
| tag.order.products.tablestart | TableStart_Products |
| tag.order.products.tableend | TableEnd_Products |
| User full name | Order_User |
| User email | Order_User_Email |
| User phone | Order_User_Phone |
| User mobile phone | Order_User_CellPhone |
| User title | Order_User_Title |
| User address | Order_User_Address |
| User post code | Order_User_Zipcode |
| User state | Order_User_State |
| Product name | Prod_Name |
| Product quantity | Prod_Quantity |
| Product quantity with decimals | Prod_Decimals_Quantity |
| Product price | Prod_Price |
| tag.order.product.price.nc | Prod_Price_NC |
| tag.order.product.sum | Prod_Sum |
| tag.order.product.sum.nc | Prod_Sum_NC |
| tag.order.product.category.name | Prod_Cat_Name |
| Total discount | Total_Discount |
| tag.order.discount.nc | Total_Discount_NC |
| Product discount | Product_Discount |
| tag.order.product.discount.nc | Product_Discount_NC |
| tag.order.product.listprice.sum | Product_ListPrice_Sum |
| tag.order.product.listprice.sum.nc | Product_ListPrice_Sum_NC |
| Order listprice | Order_ListPrice |
| tag.order.listprice.sum.nc | Order_ListPrice_NC |
| tag.order.product.discount.percentage | Product_Discount_Percentage |
| tag.order.discount.percentage | Total_Discount_Percentage |
| tag.order.quantity | Order_Total_Quantity |
| tag.order.product.listprice | Prod_ListPrice |
| tag.order.product.listprice.nc | Prod_ListPrice_NC |
| tag.order.product.vat25 | Prod_Sum_VAT25 |
| tag.order.product.vat25.nc | Prod_Sum_VAT25_NC |
| tag.order.project.name | Project_Name |
| tag.order.project.quota | Project_Quota |
| tag.order.project.quota.nc | Project_Quota_NC |
| tag.order.project.startdate | Project_StartDate |
| tag.order.project.endate | Project_EndDate |
| tag.order.project.notes | Project_Notes |
| tag.order.listprice | Total_ListPrice_Sum |
| tag.order.listprice.nc | Total_ListPrice_Sum_NC |
| tag.order.idDescription | Order_ID |
| tag.orderDescription | Order_Description |
| tag.order.notes | Order_Notes |
| tag.order.date | Order_Date |
| tag.order.closedate | Order_Close_Date |
| tag.order.ordervalue | Order_Total |
| tag.order.ordervalue.nc | Order_Total_NC |
| tag.order.ordervalue.vat25 | Order_Total_VAT25 |
| tag.order.ordervalue.vat25.nc | Order_Total_VAT25_NC |
| tag.order.ordervalue.vat12 | Order_Total_VAT12 |
| tag.order.ordervalue.vat12.nc | Order_Total_VAT12_NC |
| tag.order.ordervalue.vat6 | Order_Total_VAT6 |
| tag.order.ordervalue.vat6.nc | Order_Total_VAT6_NC |
| tag.order.osc.id | OCR_ID |
| tag.order.osc.name | OCR_Name |
| tag.order.osc.address | OCR_Address |
| tag.order.osc.zipcode | OCR_Zipcode |
| tag.order.osc.state | OCR_State |
| tag.order.osc.phone | OCR_Phone |
| tag.order.osc.fax | OCR_Fax |
| tag.order.osc.web | OCR_Web |
| tag.order.osc.notes | OCR_Notes |
| tag.order.osc.user | OCR_User |
| tag.order.products.tablestart | TableStart:Products |
| tag.order.products.tableend | TableEnd:Products |
| tag.order.user.name | Order_User |
| tag.order.user.email | Order_User_Email |
| tag.order.user.phone | Order_User_Phone |
| tag.order.user.cellphone | Order_User_CellPhone |
| tag.order.user.title | Order_User_Title |
| tag.order.user.address | Order_User_Address |
| tag.order.user.zipcode | Order_User_Zipcode |
| tag.order.user.state | Order_User_State |
| tag.order.product.name | Prod_Name |
| tag.order.product.quantity | Prod_Quantity |
| tag.order.product.quantity.decimals | Prod_Decimals_Quantity |
| tag.order.product.price | Prod_Price |
| tag.order.product.price.nc | Prod_Price_NC |
| tag.order.product.sum | Prod_Sum |
| tag.order.product.sum.nc | Prod_Sum_NC |
| tag.order.product.category.name | Prod_Cat_Name |
| tag.order.discount | Total_Discount |
| tag.order.discount.nc | Total_Discount_NC |
| tag.order.product.discount | Product_Discount |
| tag.order.product.discount.nc | Product_Discount_NC |
| tag.order.product.listprice.sum | Product_ListPrice_Sum |
| tag.order.product.listprice.sum.nc | Product_ListPrice_Sum_NC |
| tag.order.listprice.sum | Order_ListPrice |
| tag.order.listprice.sum.nc | Order_ListPrice_NC |
| tag.order.product.discount.percentage | Product_Discount_Percentage |
| tag.order.discount.percentage | Total_Discount_Percentage |
| tag.order.quantity | Order_Total_Quantity |
| tag.order.product.listprice | Prod_ListPrice |
| tag.order.product.listprice.nc | Prod_ListPrice_NC |
| tag.order.product.vat25 | Prod_Sum_VAT25 |
| tag.order.product.vat25.nc | Prod_Sum_VAT25_NC |
| tag.order.project.name | Project_Name |
| tag.order.project.quota | Project_Quota |
| tag.order.project.quota.nc | Project_Quota_NC |
| tag.order.project.startdate | Project_StartDate |
| tag.order.project.endate | Project_EndDate |
| tag.order.project.notes | Project_Notes |
| tag.order.listprice | Total_ListPrice_Sum |
| tag.order.listprice.nc | Total_ListPrice_Sum_NC |
Subscription tags
| Subscription ID | Agreement_ID |
| Subscription Description | Agreement_Description |
| Subscription Start date | Agreement_Startdate |
| Subscription End date | Agreement_Enddate |
| Subscription Invoice Start Date | Agreement_Invoice_Startdate |
| Subscription Invoice Start Date + 1 year | Agreement_Invoice_Startdate_Plus1Year |
| Subscription Renewal date | Agreement_Renewal_Date |
| tag.agreement.agreementrenewaldate.activity | Agreement_Renewal_Activity_Created_Date |
| tag.agreement.agreementnextorderdate | Agreement_Next_Order_Date |
| tag.agreement.agreementintervaltype | Agreement_Interval_Type |
| tag.agreement.agreementintervalperiod | Agreement_Interval_Period |
| tag.agreementDescription | Agreement_Order_Description |
| Agreement notes |
Agreement_Notes |
| tag.agreement.agreementregistrationdate | Agreement_Registration_Datetime |
| tag.agreement.agreementmodification | Agreement_Modification_Datetime |
| Agreement Discount percentage |
Agreement_Total_Discount_Percentage |
| Agreement Total value |
Agreement_Total_Value |
| tag.agreement.value.nc | Agreement_Total_Value_NC |
| tag.agreement.value.vat25 | Agreement_Total_Value_VAT25 |
| tag.agreement.value.vat25.nc | Agreement_Total_Value_VAT25_NC |
| tag.agreement.order.value | Agreement_Order_Value |
| tag.agreement.order.value.nc | Agreement_Order_Value_NC |
| tag.agreement.order.value.vat25 | Agreement_Order_Value_VAT25 |
| tag.agreement.order.value.vat25.nc | Agreement_Order_Value_VAT25_NC |
| tag.agreement.order.listprice | Agreement_Order_Listprice |
| tag.agreement.order.listprice.nc | Agreement_Order_Listprice_NC |
| Subscription user name | Agreement_User_Name |
| Subscription user email | Agreement_User_Email |
| Subscription user phone | Agreement_User_Phone |
| Subscription user mobile phone | Agreement_User_Cellphone |
| Subscription user title | Agreement_User_Title |
| Subscription user address | Agreement_User_Address |
| Subscription user post code |
Agreement_User_Zipcode |
| Subscription user state |
Agreement_User_State |
| tag.agreement.products.tablestart | TableStart_Agreement_Products |
| tag.agreement.products.tableend | TableEnd_Agreement_Products |
| Subscription product name |
Agreement_Product_Name |
| Subscription product quantity |
Agreement_Product_Quantity |
| Subscription product price | Agreement_Product_Price |
| Subscription product price per item | Agreement_Product_Per_Item_Price |
| Subscription product list price |
Agreement_Product_Listprice |
| Subscription product list price per item | Agreement_Product_Per_Item_Listprice |
| Subscription product discount |
Agreement_Product_Discount |
| Subscription product discount per item | Agreement_Product_Per_Item_Discount |
| Subscription product discount (%) |
Agreement_Product_Percentage_Discount |
| Subscription product total value |
Agreement_Product_Value |
| Subscription product value with 25% VAT |
Agreement_Product_VAT25_Value |
| Category name of subscription product |
Agreement_Product_Product_Category_Name |
| Subscription products total value | Agreement_Product_Total_Value |
| Subscription product total value with 25% VAT |
Agreement_Product_Total_VAT25_Value |
| Subscription product total discount | Agreement_Product_Total_Discount |
| Subscription product total discount with 25% VAT |
Agreement_Product_Total_VAT25_Discount |
| tag.agreement.productcategories.tablestart | TableStart_Agreement_Product_Categories |
| tag.agreement.productcategories.tableend | TableEnd_Agreement_Product_Categories |
| Subscription product category name | Agreement_Product_Category_Name |
| Subscription product categoriy value |
Agreement_Product_Category_Value |
| Subscription product categoriy value with 25% VAT |
Agreement_Product_Category_Value_VAT25 |
How to add tags to a Word document
- Copy the tag from the list above
- Open Word
- Click where you want the tag to appear in the Word document
- Click Insert in the toolbar
- Click Quick parts → Field:
- Click MergeField
- Under Field name, enter the tag (the example below uses the tag for company name, Cl_Name):
- Click OK
- Repeat for every tag
- Save the document
You can also add JPG images, such as your logo, in the header.