Quickly create orders using templates that update details automatically. 

This article covers:

• Where to find document templates
• How to create custom document templates
• How to edit or delete existing custom templates
• How to populate templates with dynamic data (tags)
• Full list of document tags
• How to use a document template for an order
• How to add tags to a Word document

Where to find document templates

Click Settings → CRM → Document templates:

How to create custom document templates

1. Scroll to Custom templates and click +Create template:
   
   
2. In the Details tab:
   - Enter a template name
   - Click the dropdown to select or limit the roles that can use the template. Existing child roles don't inherit the parent role's access to documents. You'll need to add each child role separately to give them access.
   - Tick or untick the Activate template box to make the template available/unavailable when it's saved:
   
   
3. Click the Design tab or Next step Design to continue:
   
   
   
   
4. Select the number of cells for the first row:
   
   
   
   
5. Select the first cell you want to edit and select text, image or product table:
   
   
   
   
6. Depending on your cell choice, you have different ways to customise.
   
   

   Customising text cells
   

   You can customise:
   - Text alignment
   - Change padding
   - Toggle to set the cell background colour
   
   
   

   
   Customising image cells

   Click Select image to add images from your Image bank or your computer:
   
   
   
   You can adjust image width (1), align (2), and add a link for users to visit when they click (3):
   
   
   
   To include a caption underneath the image, click the toggle next to Show text field underneath the image:
   
   
   

    

   Customising product tables

   To add a product table, select a full row:
   
   
   
   When you select a product table, Upsales gives you a basic template to customise.
   

   You can include 1 product table per template, with a maximum 5 columns per product table

   Click the toggle to include/exclude, click to align left or right, click and hold to rearrange, and click to rename (this is useful for custom fields):
   
   
   
   To add a column, click Add column:
   
    
   
   You can choose a behaviour tag and customise the column name:
   
   
   
   Other toggle options:
   - Price summation: Displays order and total prices
   - Product description: Displays below the product name
   - Discounts included: Include product discounts
   
   
7. To add more rows, hover where you want to insert and click the + that appears:
   
   
   
   
8. To edit the row of cells, click the Row tab:
   
   
   
   
9. This includes a toggle to set the row as full width of the document:
   
   
   
   
10. To edit all rows and cells, click the Settings icon:
    
    
    
    
11. To adjust header, footer, and add page margins to the top and bottom of the template, click the toggles:
    
    
    
12. You can also insert dynamic data that automatically updates based on the information you have in Upsales. Click Available tags and select from Order, Company, and Contact:
    
    
    
    

    View full list of tags below

How to edit or delete existing custom templates

Hover over the template and click the edit or delete icon:

How to upload your templates

You can 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:

1. Click New template:
   
   
   
   
2. Add the template name
3. Select if you want to restrict permission access to specific roles
4. Select where the template is available to be used (from Orders, Subscriptions, Companies and contacts, or Activities)
5. 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

1. Click Settings → CRM → Document templates
2. Click 'Show list of available tags':
   
   
   
   
3. Copy & paste the chosen tag into your document template

Full list of document tags

• Company tags
• Contact tags
• Date tags
• Activities & appointment tags
• Order tags
• Subscription tags

Company tags

Contact tags

Date tags

Activity & appointment tags

Order tags

Subscription tags

How to use a document template for an order

When you create an order, click Create document and select your template:

How to add tags to a Word document

1. Copy the tag from the list above
2. Open Word
3. Click where you want the tag to appear in the Word document
4. Click Insert in the toolbar
5. Click Quick parts → Field:
   
   
   
6. Click MergeField
7. Under Field name, enter the tag (the example below uses the tag for company name, Cl_Name):
   
   
   
   
8. Click OK
9. Repeat for every tag
10. Save the document 

You can also add JPG images, such as your logo, in the header.