Customising Templates in WorkflowMax
In every WorkflowMax there is a standard branding theme that is used for your PDF invoices, quotes, purchase orders, and Job briefs. They also display the standard elements (such as page size, margins and font) which are hard coded and cannot be deleted.
Within WorkflowMax we can either create your own customised print templates for you to show you own logo size, tables, particular wording etc. Once you have more than one branded template, you can select which template to use from the print option screen when you generate invoices, purchase orders, quotes or job briefs.
It may not be an exact replica of what you are using now but we can certainly customise something specific or different for your business.
Do you want your forms to look different?
If you want to change the look and feel of your printed and emailed documents then contact Equation to customise them for you.