Templates
Jobs of a kind with their material, documents with their chapters, sending e-mails and fixed notes. Applying a template to a draft copies what it holds, at the catalogue’s price at that moment: changing it later does not change what was done.
Task templates
Create template
Document templates
Create document template
E-mail templates
What the e-mail says when a quote or an invoice is sent. The link to the document is always added at the end.
Create e-mail template
Note templates
Fixed texts, such as conditions or warnings, added to the notes of a draft document.