In Document Templates, you can setup the general appearance of your Estimates, Work Orders, Invoices and Receipts. This includes your Terms and Conditions and any other Contract information that you want to include in your documents.
Estimate Rocket comes pre-loaded with a generic style and set of Terms and Conditions. Most companies will change the default Terms and Conditions to match the terms on their existing documents.
From the top menu, select Settings and then Document Templates.
On the right side of the screen, select the Document type you want to work on- Estimate, Invoice, Work Order, or Receipt.
On the left of the screen are the document Default settings. They control paper size, what columns will display, and whether you want photos included in the document.
For example, if you want to show just a total price for a line item, with no quantity or unit price, you would set Line Item Unit Prices and Line Item Quantities to Hide.
On the tabs near the bottom of the screen are the text areas where you can further define your document:
Note: You should replace the default Terms with your company's terms and have them reviewed by your attorney to make sure they protect your rights.
Note: Make sure to leave the Line Item Settings on the left set to Use Group Options (they override all other settings)
As you make changes to your settings, you can click the Refresh button under the preview windows to see the effect of your changes. Finished making changes? Click the Save button under the Preview window.
To make a line with big text, enter
# For Extra Large,
## For Medium Large,
### For Large text. The Heading text must be on its own line and the line must start with one or more
# characters, a space and then your heading text.
To center your text in the terms page on a separate line enter:
<center> Your Centered Heading
To insert a page break into your terms and conditions, on a separate line in your terms and conditions copy and paste the line below:
<div style='page-break-before: always'></div>
To Underline text in your terms, type
<u> to begin the underlining and
</u> to end it.
You can create a bulleted or numbered list like this
* Bullet one * Bullet two * Bullet three
Will look like:
1. Number list one 2. Number list two 3. Number list three
Will look like:
You can enter Tokens into your Terms and Conditions and they will be replaced with the appropriate current values from the project when the document is previewed or emailed. Here is a list of Tokens that you can copy and paste into the Terms and Conditions sections of the Document Templates page.
* Updated 2/1/2017
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