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border-s-2 border-solid py-1.5 max-lg:border-none px-7"><a id="#h_6d09055e5d" href="#h_6d09055e5d" data-testid="toc-link-7" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section></div></div></div><div class="relative z-3 w-full lg:max-w-160 "><div class="flex pb-6 max-md:pb-2 lg:max-w-160"><div class="flex flex-wrap items-baseline pb-4 text-base"><a href="/en/" class="pr-2 text-body-primary-color no-underline hover:text-body-secondary-color">All Collections</a><div class="pr-2" aria-hidden="true"><svg width="6" height="10" viewBox="0 0 6 10" class="block h-2 w-2 fill-body-secondary-color rtl:rotate-180" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M0.648862 0.898862C0.316916 1.23081 0.316916 1.769 0.648862 2.10094L3.54782 4.9999L0.648862 7.89886C0.316916 8.23081 0.316917 8.769 0.648862 9.10094C0.980808 9.43289 1.519 9.43289 1.85094 9.10094L5.35094 5.60094C5.68289 5.269 5.68289 4.73081 5.35094 4.39886L1.85094 0.898862C1.519 0.566916 0.980807 0.566916 0.648862 0.898862Z"></path></svg></div><a href="https://help.productive.io/en/collections/9262206-data-management-and-pdf-customization" class="pr-2 text-body-primary-color no-underline hover:text-body-secondary-color" data-testid="breadcrumb-0">Data Management and PDF Customization</a><div class="pr-2" aria-hidden="true"><svg width="6" height="10" viewBox="0 0 6 10" class="block h-2 w-2 fill-body-secondary-color rtl:rotate-180" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M0.648862 0.898862C0.316916 1.23081 0.316916 1.769 0.648862 2.10094L3.54782 4.9999L0.648862 7.89886C0.316916 8.23081 0.316917 8.769 0.648862 9.10094C0.980808 9.43289 1.519 9.43289 1.85094 9.10094L5.35094 5.60094C5.68289 5.269 5.68289 4.73081 5.35094 4.39886L1.85094 0.898862C1.519 0.566916 0.980807 0.566916 0.648862 0.898862Z"></path></svg></div><a href="https://help.productive.io/en/collections/3556434-document-customization" class="pr-2 text-body-primary-color no-underline hover:text-body-secondary-color" data-testid="breadcrumb-1">Document Customization</a><div class="pr-2" aria-hidden="true"><svg width="6" height="10" viewBox="0 0 6 10" class="block h-2 w-2 fill-body-secondary-color rtl:rotate-180" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M0.648862 0.898862C0.316916 1.23081 0.316916 1.769 0.648862 2.10094L3.54782 4.9999L0.648862 7.89886C0.316916 8.23081 0.316917 8.769 0.648862 9.10094C0.980808 9.43289 1.519 9.43289 1.85094 9.10094L5.35094 5.60094C5.68289 5.269 5.68289 4.73081 5.35094 4.39886L1.85094 0.898862C1.519 0.566916 0.980807 0.566916 0.648862 0.898862Z"></path></svg></div><div class="text-body-secondary-color">Document Templates</div></div></div><div class=""><div class="article intercom-force-break"><div class="mb-10 max-lg:mb-6"><div class="flex flex-col gap-4"><div class="flex flex-col"><header class="mb-1 font-primary text-2xl font-bold leading-10 text-body-primary-color">Document Templates</header><div class="text-md font-normal leading-normal text-body-secondary-color"><p>Set up document templates for deal and budget proposals, invoices or purchase orders, and use them when exporting your PDFs.</p></div></div><div class="avatar"><div class="avatar__info -mt-0.5 text-base"><span class="text-body-secondary-color"> <!-- -->Updated over a month ago</span></div></div></div></div><div class="jsx-ef86202475c6562f flex-col"><div class="jsx-ef86202475c6562f mb-7 ml-0 text-md max-messenger:mb-6 lg:hidden"><div class="jsx-27f84a20f81f6ce9 table-of-contents max-h-[calc(100vh-96px)] overflow-y-auto rounded-2xl text-body-primary-color hover:text-primary max-lg:border max-lg:border-solid max-lg:border-body-border max-lg:shadow-solid-1"><div data-testid="toc-dropdown" class="jsx-27f84a20f81f6ce9 hidden cursor-pointer justify-between border-b max-lg:flex max-lg:flex-row max-lg:border-x-0 max-lg:border-t-0 max-lg:border-solid max-lg:border-b-body-border border-b-0"><div class="jsx-27f84a20f81f6ce9 my-2 max-lg:pl-4">Table of contents</div><div class="jsx-27f84a20f81f6ce9 "><svg class="ml-2 mr-4 mt-3 transition-transform" transform="" width="16" height="16" fill="none" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M3.93353 5.93451C4.24595 5.62209 4.75248 5.62209 5.0649 5.93451L7.99922 8.86882L10.9335 5.93451C11.246 5.62209 11.7525 5.62209 12.0649 5.93451C12.3773 6.24693 12.3773 6.75346 12.0649 7.06588L8.5649 10.5659C8.25249 10.8783 7.74595 10.8783 7.43353 10.5659L3.93353 7.06588C3.62111 6.75346 3.62111 6.24693 3.93353 5.93451Z" fill="currentColor"></path></svg></div></div><div data-testid="toc-body" class="jsx-27f84a20f81f6ce9 hidden my-2"><section data-testid="toc-section-0" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none border-body-toc-active-border px-4"><a id="#h_50b8014111" href="#h_50b8014111" data-testid="toc-link-0" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base font-toc-active text-body-primary-color"></a></section><section data-testid="toc-section-1" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_b732615b5d" href="#h_b732615b5d" data-testid="toc-link-1" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-2" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_25e03ebd1b" href="#h_25e03ebd1b" data-testid="toc-link-2" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-3" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_dfdcccf281" href="#h_dfdcccf281" data-testid="toc-link-3" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-4" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-7"><a id="#h_9b4ba69e7e" href="#h_9b4ba69e7e" data-testid="toc-link-4" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-5" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-7"><a id="#h_c4f19b0b32" href="#h_c4f19b0b32" data-testid="toc-link-5" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-6" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-7"><a id="#h_32d408e167" href="#h_32d408e167" data-testid="toc-link-6" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-7" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-7"><a id="#h_6d09055e5d" href="#h_6d09055e5d" data-testid="toc-link-7" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section></div></div></div><div class="jsx-ef86202475c6562f article_body"><article class="jsx-ef86202475c6562f "><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>In any business, maintaining consistency and efficiency is essential. Productive's <b>customizable</b> <b>document templates</b> help you simplify your workflow by ensuring that every invoice, proposal, and purchase order <b>meets your company's standards</b>. <br/><br/>Creating and using these templates allows you to save time, reduce errors, and create a consistent look for all of your business communications.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_50b8014111">Accessing Document Templates</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>1) To begin customizing your document templates, navigate to <b>Settings</b> > <b>Document templates</b>.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1073694776/7dd0af6ae08ebc60fe63f467/Screenshot+2024-06-06+at+16_39_31.png?expires=1732417200&signature=a24724b615454295cda5ce37c8a3a7b3e3ad45ab2df95fc1ec0736b7329a976b&req=dSAgFc93mYZYX%2FMW1HO4zSrBwPwY2z6WSIJS7wMV4Dw4A3VNk9lT8EZLB7Rv%0A08soPW7yLG3ziuIkmgk%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1073694776/7dd0af6ae08ebc60fe63f467/Screenshot+2024-06-06+at+16_39_31.png?expires=1732417200&signature=a24724b615454295cda5ce37c8a3a7b3e3ad45ab2df95fc1ec0736b7329a976b&req=dSAgFc93mYZYX%2FMW1HO4zSrBwPwY2z6WSIJS7wMV4Dw4A3VNk9lT8EZLB7Rv%0A08soPW7yLG3ziuIkmgk%3D%0A" width="2934" height="1354"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>2) Click on "<b>Add document template</b>" to initiate the creation process. <br/> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1073695434/4a842bea5f991822c101dcf7/Screenshot+2024-06-06+at+14_33_58.png?expires=1732417200&signature=d99d2db002881bbf332a35bb731a98963ebbbaa958ed6121473784919fd320d1&req=dSAgFc93mIVcXfMW1HO4zSKq2YQz5XyjDEYIiqh28NrE%2BzZn0EQX0QEwbDdm%0AK0oYImrD1e5jj3quP7s%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1073695434/4a842bea5f991822c101dcf7/Screenshot+2024-06-06+at+14_33_58.png?expires=1732417200&signature=d99d2db002881bbf332a35bb731a98963ebbbaa958ed6121473784919fd320d1&req=dSAgFc93mIVcXfMW1HO4zSKq2YQz5XyjDEYIiqh28NrE%2BzZn0EQX0QEwbDdm%0AK0oYImrD1e5jj3quP7s%3D%0A" width="2562" height="1146"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>3) This will redirect you to <b>the template editor</b>, where you can personalize your document according to your preferences. As you make changes, <b>the preview panel</b> on the right will provide real-time visual feedback.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1073698782/24bbfe501372386e95018a3b/Screenshot+2024-06-06+at+16_42_17.png?expires=1732417200&signature=b8fac077af00fd5aebd307825699360ee16145a8c3cc7e66d7373722894844ba&req=dSAgFc93lYZXW%2FMW1HO4zYEWeqMwHn2XxCmRlA3GK1HQ1QOMU%2F7p1gn9%2BLdQ%0ASPmmIhA0VEXa7u85Aww%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1073698782/24bbfe501372386e95018a3b/Screenshot+2024-06-06+at+16_42_17.png?expires=1732417200&signature=b8fac077af00fd5aebd307825699360ee16145a8c3cc7e66d7373722894844ba&req=dSAgFc93lYZXW%2FMW1HO4zYEWeqMwHn2XxCmRlA3GK1HQ1QOMU%2F7p1gn9%2BLdQ%0ASPmmIhA0VEXa7u85Aww%3D%0A" width="2924" height="1480"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_b732615b5d">Template Types</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Productive offers various template types for customization, including <b>invoices</b>, <b>deal </b>and<b> budget proposals</b>, and <b>purchase orders</b>. </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Upon selecting a template type, you can choose between two default designs: <b>Standard</b> or <b>Elegant</b>.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-center"><a href="https://downloads.intercomcdn.com/i/o/1073791498/340400f10e2929449c849930/Screenshot+2024-06-06+at+17_53_17.png?expires=1732417200&signature=66d3a64857f1a5df43e601788395d3e910321b4a1b13f2ed817808716ced7664&req=dSAgFc53nIVWUfMW1HO4zS0EW6T7Fxc6RJ7Mu6ThZiktqMC5wlY4I1Ey%2FHFo%0ArohelAb2zRuG0v51RPI%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1073791498/340400f10e2929449c849930/Screenshot+2024-06-06+at+17_53_17.png?expires=1732417200&signature=66d3a64857f1a5df43e601788395d3e910321b4a1b13f2ed817808716ced7664&req=dSAgFc53nIVWUfMW1HO4zS0EW6T7Fxc6RJ7Mu6ThZiktqMC5wlY4I1Ey%2FHFo%0ArohelAb2zRuG0v51RPI%3D%0A" width="1394" height="1120" style="width:550px"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-collapsible-section"><details><summary><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2>Customizing Invoice Templates (Click Here To Expand)</h2></div></summary><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>When customizing invoice templates, you can configure sections such as <b>Localization</b>, <b>Customization</b>, and <b>Email</b>.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>LOCALIZATION</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Choose the language for your invoice PDF. <br/></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Note</b>: The selected document language determines the date format on your invoices. For instance, selecting English (US) will format dates as MM-DD-YYYY, while English (UK) will display dates as DD-MM-YYYY.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p></p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1073720147/b22e1cf917fbd5c45d054124/Screenshot+2024-06-06+at+16_59_03.png?expires=1732417200&signature=2ead7d01a83e0db33081182130ab3c8ad3470cfa8f7d2a6bf92865add0371a2b&req=dSAgFc58nYBbXvMW1HO4zS33GSmmEwZZs1KPD2eAjSM3J08HzJLppPZsUUAW%0Aw8kh%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1073720147/b22e1cf917fbd5c45d054124/Screenshot+2024-06-06+at+16_59_03.png?expires=1732417200&signature=2ead7d01a83e0db33081182130ab3c8ad3470cfa8f7d2a6bf92865add0371a2b&req=dSAgFc58nYBbXvMW1HO4zS33GSmmEwZZs1KPD2eAjSM3J08HzJLppPZsUUAW%0Aw8kh%0A" width="2234" height="1420"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>CUSTOMIZATION</b></p></div><div class="intercom-interblocks-ordered-nested-list"><ol><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Include a <b>default note</b> to appear on every invoice. If necessary, this note can be further edited during invoice creation in the invoice wizard.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Add <b>a custom footer</b> to your invoice if desired.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Attach <b>files</b> to include in the invoice PDF.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Utilize <b>the eye icon</b> to hide specific labels or fields within the document.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Enable the "Disable repeating header" option to display the header only on the first page of the invoice.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p></p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1073728397/41378271a5f7163211804c0e/Screenshot+2024-06-06+at+17_02_15.png?expires=1732417200&signature=8c8a65ba367438d541b00cc760d1198a8c2ff673c1f2d71b74b02ee460318362&req=dSAgFc58lYJWXvMW1HO4zSQBgCvA%2BUdwnH8nF9tPdyfehMEXLeMaHQkX%2FQYs%0AB95v%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1073728397/41378271a5f7163211804c0e/Screenshot+2024-06-06+at+17_02_15.png?expires=1732417200&signature=8c8a65ba367438d541b00cc760d1198a8c2ff673c1f2d71b74b02ee460318362&req=dSAgFc58lYJWXvMW1HO4zSQBgCvA%2BUdwnH8nF9tPdyfehMEXLeMaHQkX%2FQYs%0AB95v%0A" width="2938" height="1468"/></a></div></li></ol></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>EMAIL</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>In the Email section, you can <b>draft your invoicing email</b>, including the subject line (which can be edited when sending the email from the invoicing screen), and <b>add recipients</b> (+ CC and BCC options).</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Customize the body of the email using <b>dynamic fields</b>, accessible by hovering over the ℹ️ icon. </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>These fields <b>automatically populate with information</b> such as the PO number, sender name, or project name, saving you time. Ensure to enclose variables within <b>{curly} brackets</b> for proper functionality.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Explore additional text editing options available at the bottom of the email template tray, including bullet lists, strikethroughs, quotes, links, and emojis, to enhance your email communication.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p></p></div><div class="intercom-interblocks-image intercom-interblocks-align-center"><a href="https://downloads.intercomcdn.com/i/o/1073740227/d7c8d489d1060dec1315a697/Screenshot+2024-06-06+at+17_13_37.png?expires=1732417200&signature=a7d516f96cbad89ba1246dd8198cb693ed1dfbf32a274711184eea7eb46f8e88&req=dSAgFc56nYNdXvMW1HO4zawNMEWMfORwWLKbDSyc1fJOp5DInkpkTLqs3UzY%0AVLwD%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1073740227/d7c8d489d1060dec1315a697/Screenshot+2024-06-06+at+17_13_37.png?expires=1732417200&signature=a7d516f96cbad89ba1246dd8198cb693ed1dfbf32a274711184eea7eb46f8e88&req=dSAgFc56nYNdXvMW1HO4zawNMEWMfORwWLKbDSyc1fJOp5DInkpkTLqs3UzY%0AVLwD%0A" width="1502" height="1582" style="width:550px"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p></p></div></details></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_a7b0f9109d"></h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-collapsible-section"><details><summary><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2>Customizing Proposal and Purchase Order Templates (Click Here To Expand)</h2></div></summary><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Similar to invoice templates, <b>deal and budget</b> <b>proposal</b> and <b>purchase order templates</b> offer customization options for Localization and Customization.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>LOCALIZATION</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Choose the language for your PDFs. The selected document language determines the date format on your invoices. For instance, selecting English (US) will format dates as MM-DD-YYYY, while English (UK) will display dates as DD-MM-YYYY.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p></p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1073745133/c31c9581a00098ea5e211abc/Screenshot+2024-06-06+at+17_18_04.png?expires=1732417200&signature=80ae463d18a5217583ca50fd6d12cc578860cfc6d33299c88edfe9e50fe0afc8&req=dSAgFc56mIBcWvMW1HO4zaPi2RiHY%2BQWulbUhX436vsE6eDo8kc0A2Y1tQ%2BE%0A58un%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1073745133/c31c9581a00098ea5e211abc/Screenshot+2024-06-06+at+17_18_04.png?expires=1732417200&signature=80ae463d18a5217583ca50fd6d12cc578860cfc6d33299c88edfe9e50fe0afc8&req=dSAgFc56mIBcWvMW1HO4zaPi2RiHY%2BQWulbUhX436vsE6eDo8kc0A2Y1tQ%2BE%0A58un%0A" width="2220" height="1382"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>CUSTOMIZATION</b></p></div><div class="intercom-interblocks-ordered-nested-list"><ol><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Include a default note to appear on every PDF template. If necessary, this note can be further edited while exporting the document in the deals or budgets screens.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Add a custom footer to your document if desired.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Attach files to include in the PDFs.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Utilize the eye icon to hide specific labels or fields within the document.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Enable the "Disable repeating header" option to display the header only on the first page of the invoice.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p></p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1073750485/e7efab1e203d2248b80a18b2/Screenshot+2024-06-06+at+17_20_41.png?expires=1732417200&signature=74c9830560bcaa18afa4731bc3fdb3f9aeaa9e44ecc545893adfe918b750e670&req=dSAgFc57nYVXXPMW1HO4zbOPyw6B2zRVIyAdR1yYReINBpLE8w9B2HbIOI94%0AMizT%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1073750485/e7efab1e203d2248b80a18b2/Screenshot+2024-06-06+at+17_20_41.png?expires=1732417200&signature=74c9830560bcaa18afa4731bc3fdb3f9aeaa9e44ecc545893adfe918b750e670&req=dSAgFc57nYVXXPMW1HO4zbOPyw6B2zRVIyAdR1yYReINBpLE8w9B2HbIOI94%0AMizT%0A" width="2928" height="1338"/></a></div></li></ol></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p></p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_349857f65f"></h1></div></details></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_25e03ebd1b">Override labels</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>If you need to use custom classifications in your documents, you can tick the "Override labels" box and add your own labels.</p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1073714907/efd82c6bb4fa48a1634d41b6/Screenshot+2024-06-06+at+16_54_23.png?expires=1732417200&signature=26c9d3fb425f46651d4f3779e22e79e8bc6328dc2f9c0ddb8b1e7a679737a33c&req=dSAgFc5%2FmYhfXvMW1HO4zQXjkF089NvSrCYvzbXBuhbWCEa9iuQukmvgco65%0AKnMZWql1xNSsWs60SPs%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1073714907/efd82c6bb4fa48a1634d41b6/Screenshot+2024-06-06+at+16_54_23.png?expires=1732417200&signature=26c9d3fb425f46651d4f3779e22e79e8bc6328dc2f9c0ddb8b1e7a679737a33c&req=dSAgFc5%2FmYhfXvMW1HO4zQXjkF089NvSrCYvzbXBuhbWCEa9iuQukmvgco65%0AKnMZWql1xNSsWs60SPs%3D%0A" width="2932" height="918"/></a></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_d962042cef"> </h1></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_dfdcccf281">Using Document Templates </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>After saving your document templates, you can use them in different segments of Productive.</p></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_9b4ba69e7e"><br/>Invoice Templates</h2></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>When drafting an invoice, select the desired invoice template from the <b>Document template</b> dropdown.<br/></p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1073812289/608841cdc460f75adfa6af39/Screenshot+2024-06-06+at+18_09_50.png?expires=1732417200&signature=12c3a650a33fa901b2ec379bb77dc7fa736e7cf4e63365d6f92548861b797530&req=dSAgFcF%2Fn4NXUPMW1HO4zfaCtTDNAiEe0a4Vjkj5VLpj5j%2FNCtUrxLnVSOS9%0AtaDM%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1073812289/608841cdc460f75adfa6af39/Screenshot+2024-06-06+at+18_09_50.png?expires=1732417200&signature=12c3a650a33fa901b2ec379bb77dc7fa736e7cf4e63365d6f92548861b797530&req=dSAgFcF%2Fn4NXUPMW1HO4zfaCtTDNAiEe0a4Vjkj5VLpj5j%2FNCtUrxLnVSOS9%0AtaDM%0A" width="2752" height="1354"/></a></div></li></ul></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>After finalizing the invoice and selecting the <b>Send to client</b> option, the email setup reflects the one you added in the Document templates editor.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-center"><a href="https://downloads.intercomcdn.com/i/o/1073825177/ae819c29fbdeacee1f398086/Screenshot+2024-06-06+at+18_19_31.png?expires=1732417200&signature=1ad18c8a483f7cea9cdacf6e39a69c1f9e8180bffd48f956ce6cceb0add56f78&req=dSAgFcF8mIBYXvMW1HO4ze67PaEGah%2FBRQuIQFbCphKINgcl2B48ZhARMnS5%0AFssY%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1073825177/ae819c29fbdeacee1f398086/Screenshot+2024-06-06+at+18_19_31.png?expires=1732417200&signature=1ad18c8a483f7cea9cdacf6e39a69c1f9e8180bffd48f956ce6cceb0add56f78&req=dSAgFcF8mIBYXvMW1HO4ze67PaEGah%2FBRQuIQFbCphKINgcl2B48ZhARMnS5%0AFssY%0A" width="1512" height="1500" style="width:500px"/></a></div></li></ul></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_c4f19b0b32">Deal Proposal</h2></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>To export a deal proposal, navigate to the Deal sidebar and open the PDF tab.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>From there, select or edit the proposal document information (by clicking on <b>Edit document info</b>) and select <b>Export Proposal PDF</b> to download the file.<br/></p></div></li></ul></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1073807921/94305a7ee90d83faec0927e3/Screenshot+2024-06-06+at+17_45_18.png?expires=1732417200&signature=7f0b3d73a266bdaeae322176c626f8b7902087a66f98aa668e1c2cd472231ccc&req=dSAgFcF%2BmohdWPMW1HO4zVdxYEc5x24dXylJjmMjYOy267VAJCB9WSdNyVKK%0AluIXj%2FL42gabmBgYQJw%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1073807921/94305a7ee90d83faec0927e3/Screenshot+2024-06-06+at+17_45_18.png?expires=1732417200&signature=7f0b3d73a266bdaeae322176c626f8b7902087a66f98aa668e1c2cd472231ccc&req=dSAgFcF%2BmohdWPMW1HO4zVdxYEc5x24dXylJjmMjYOy267VAJCB9WSdNyVKK%0AluIXj%2FL42gabmBgYQJw%3D%0A" width="2916" height="1132"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_32d408e167">Budget Proposal</h2></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Access the Budget sidebar and navigate to the PDF tab.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>From there, either download the proposal file directly by selecting <b>Export Proposal PDF</b> or further modify the file by selecting the <b>Edit document info</b> option before downloading.<br/></p></div></li></ul></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1073778714/f1a18a3583851cede7fe4571/Screenshot+2024-06-06+at+17_43_01.png?expires=1732417200&signature=d8671451a8d797f88e9642418973428b4202a413a765d47d245c150d2e2a9151&req=dSAgFc55lYZeXfMW1HO4zX8xmlLYNXzSf2InxjdXzmCLDleJEkghFgqxHLPN%0AwbV0b36TUKckj644dSI%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1073778714/f1a18a3583851cede7fe4571/Screenshot+2024-06-06+at+17_43_01.png?expires=1732417200&signature=d8671451a8d797f88e9642418973428b4202a413a765d47d245c150d2e2a9151&req=dSAgFc55lYZeXfMW1HO4zX8xmlLYNXzSf2InxjdXzmCLDleJEkghFgqxHLPN%0AwbV0b36TUKckj644dSI%3D%0A" width="2918" height="1204"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_6d09055e5d">Purchase Order</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>To assign a template to your <a href="https://help.productive.io/en/articles/8266926-purchase-orders">purchase order</a>, select the "<b>Template</b>" dropdown while drafting your purchase order.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1073776925/16bd4de73441e128c8fb1be7/Screenshot+2024-06-06+at+17_41_25.png?expires=1732417200&signature=8ed3beb9d5c14cc33c0a20ed595d6a2578774a491db812523ccb199e6285beac&req=dSAgFc55m4hdXPMW1HO4zX8%2F5eAzYQAXdxHBaE3Yc4VmVJ9h5S9pdHtM0zbr%0A%2Fdoyde3ullWNXuMfJ2A%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1073776925/16bd4de73441e128c8fb1be7/Screenshot+2024-06-06+at+17_41_25.png?expires=1732417200&signature=8ed3beb9d5c14cc33c0a20ed595d6a2578774a491db812523ccb199e6285beac&req=dSAgFc55m4hdXPMW1HO4zX8%2F5eAzYQAXdxHBaE3Yc4VmVJ9h5S9pdHtM0zbr%0A%2Fdoyde3ullWNXuMfJ2A%3D%0A" width="2812" height="1062"/></a></div><section class="jsx-62724fba150252e0 related_articles my-6"><hr class="jsx-62724fba150252e0 my-6 sm:my-8"/><div class="jsx-62724fba150252e0 mb-3 text-xl 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Productive's \u003cb\u003ecustomizable\u003c/b\u003e \u003cb\u003edocument templates\u003c/b\u003e help you simplify your workflow by ensuring that every invoice, proposal, and purchase order \u003cb\u003emeets your company's standards\u003c/b\u003e. \u003cbr\u003e\u003cbr\u003eCreating and using these templates allows you to save time, reduce errors, and create a consistent look for all of your business communications.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Accessing Document Templates","idAttribute":"h_50b8014111"},{"type":"paragraph","text":"1) To begin customizing your document templates, navigate to \u003cb\u003eSettings\u003c/b\u003e \u0026gt; \u003cb\u003eDocument templates\u003c/b\u003e.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1073694776/7dd0af6ae08ebc60fe63f467/Screenshot+2024-06-06+at+16_39_31.png?expires=1732417200\u0026signature=a24724b615454295cda5ce37c8a3a7b3e3ad45ab2df95fc1ec0736b7329a976b\u0026req=dSAgFc93mYZYX%2FMW1HO4zSrBwPwY2z6WSIJS7wMV4Dw4A3VNk9lT8EZLB7Rv%0A08soPW7yLG3ziuIkmgk%3D%0A","width":2934,"height":1354},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"2) Click on \"\u003cb\u003eAdd document template\u003c/b\u003e\" to initiate the creation process. \u003cbr\u003e ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1073695434/4a842bea5f991822c101dcf7/Screenshot+2024-06-06+at+14_33_58.png?expires=1732417200\u0026signature=d99d2db002881bbf332a35bb731a98963ebbbaa958ed6121473784919fd320d1\u0026req=dSAgFc93mIVcXfMW1HO4zSKq2YQz5XyjDEYIiqh28NrE%2BzZn0EQX0QEwbDdm%0AK0oYImrD1e5jj3quP7s%3D%0A","width":2562,"height":1146},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"3) This will redirect you to \u003cb\u003ethe template editor\u003c/b\u003e, where you can personalize your document according to your preferences. As you make changes, \u003cb\u003ethe preview panel\u003c/b\u003e on the right will provide real-time visual feedback.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1073698782/24bbfe501372386e95018a3b/Screenshot+2024-06-06+at+16_42_17.png?expires=1732417200\u0026signature=b8fac077af00fd5aebd307825699360ee16145a8c3cc7e66d7373722894844ba\u0026req=dSAgFc93lYZXW%2FMW1HO4zYEWeqMwHn2XxCmRlA3GK1HQ1QOMU%2F7p1gn9%2BLdQ%0ASPmmIhA0VEXa7u85Aww%3D%0A","width":2924,"height":1480},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Template Types","idAttribute":"h_b732615b5d"},{"type":"paragraph","text":"Productive offers various template types for customization, including \u003cb\u003einvoices\u003c/b\u003e, \u003cb\u003edeal \u003c/b\u003eand\u003cb\u003e budget proposals\u003c/b\u003e, and \u003cb\u003epurchase orders\u003c/b\u003e. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Upon selecting a template type, you can choose between two default designs: \u003cb\u003eStandard\u003c/b\u003e or \u003cb\u003eElegant\u003c/b\u003e.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1073791498/340400f10e2929449c849930/Screenshot+2024-06-06+at+17_53_17.png?expires=1732417200\u0026signature=66d3a64857f1a5df43e601788395d3e910321b4a1b13f2ed817808716ced7664\u0026req=dSAgFc53nIVWUfMW1HO4zS0EW6T7Fxc6RJ7Mu6ThZiktqMC5wlY4I1Ey%2FHFo%0ArohelAb2zRuG0v51RPI%3D%0A","width":1394,"height":1120,"displayWidth":550,"align":"center"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"collapsibleSection","summary":{"type":"subheading","text":"Customizing Invoice Templates (Click Here To Expand)","idAttribute":""},"content":[{"type":"paragraph","text":"","class":"no-margin"},{"type":"paragraph","text":"When customizing invoice templates, you can configure sections such as \u003cb\u003eLocalization\u003c/b\u003e, \u003cb\u003eCustomization\u003c/b\u003e, and \u003cb\u003eEmail\u003c/b\u003e.","class":"no-margin"},{"type":"paragraph","text":"","class":"no-margin"},{"type":"paragraph","text":"\u003cb\u003eLOCALIZATION\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":"Choose the language for your invoice PDF. \u003cbr\u003e","class":"no-margin"},{"type":"paragraph","text":"\u003cb\u003eNote\u003c/b\u003e: The selected document language determines the date format on your invoices. For instance, selecting English (US) will format dates as MM-DD-YYYY, while English (UK) will display dates as DD-MM-YYYY.","class":"no-margin"},{"type":"paragraph","text":"","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1073720147/b22e1cf917fbd5c45d054124/Screenshot+2024-06-06+at+16_59_03.png?expires=1732417200\u0026signature=2ead7d01a83e0db33081182130ab3c8ad3470cfa8f7d2a6bf92865add0371a2b\u0026req=dSAgFc58nYBbXvMW1HO4zS33GSmmEwZZs1KPD2eAjSM3J08HzJLppPZsUUAW%0Aw8kh%0A","width":2234,"height":1420},{"type":"paragraph","text":"\u003cb\u003eCUSTOMIZATION\u003c/b\u003e","class":"no-margin"},{"type":"orderedNestedList","text":"1. Include a \u003cb\u003edefault note\u003c/b\u003e to appear on every invoice. If necessary, this note can be further edited during invoice creation in the invoice wizard.\n2. Add \u003cb\u003ea custom footer\u003c/b\u003e to your invoice if desired.\n3. Attach \u003cb\u003efiles\u003c/b\u003e to include in the invoice PDF.\n4. Utilize \u003cb\u003ethe eye icon\u003c/b\u003e to hide specific labels or fields within the document.\n5. Enable the \"Disable repeating header\" option to display the header only on the first page of the invoice.\n \n","items":[{"content":[{"type":"paragraph","text":"Include a \u003cb\u003edefault note\u003c/b\u003e to appear on every invoice. If necessary, this note can be further edited during invoice creation in the invoice wizard.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Add \u003cb\u003ea custom footer\u003c/b\u003e to your invoice if desired.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Attach \u003cb\u003efiles\u003c/b\u003e to include in the invoice PDF.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Utilize \u003cb\u003ethe eye icon\u003c/b\u003e to hide specific labels or fields within the document.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Enable the \"Disable repeating header\" option to display the header only on the first page of the invoice.","class":"no-margin"},{"type":"paragraph","text":"","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1073728397/41378271a5f7163211804c0e/Screenshot+2024-06-06+at+17_02_15.png?expires=1732417200\u0026signature=8c8a65ba367438d541b00cc760d1198a8c2ff673c1f2d71b74b02ee460318362\u0026req=dSAgFc58lYJWXvMW1HO4zSQBgCvA%2BUdwnH8nF9tPdyfehMEXLeMaHQkX%2FQYs%0AB95v%0A","width":2938,"height":1468}]}]},{"type":"paragraph","text":"","class":"no-margin"},{"type":"paragraph","text":"\u003cb\u003eEMAIL\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":"In the Email section, you can \u003cb\u003edraft your invoicing email\u003c/b\u003e, including the subject line (which can be edited when sending the email from the invoicing screen), and \u003cb\u003eadd recipients\u003c/b\u003e (+ CC and BCC options).","class":"no-margin"},{"type":"paragraph","text":"","class":"no-margin"},{"type":"paragraph","text":"Customize the body of the email using \u003cb\u003edynamic fields\u003c/b\u003e, accessible by hovering over the ℹ️ icon. ","class":"no-margin"},{"type":"paragraph","text":"","class":"no-margin"},{"type":"paragraph","text":"These fields \u003cb\u003eautomatically populate with information\u003c/b\u003e such as the PO number, sender name, or project name, saving you time. Ensure to enclose variables within \u003cb\u003e{curly} brackets\u003c/b\u003e for proper functionality.","class":"no-margin"},{"type":"paragraph","text":"","class":"no-margin"},{"type":"paragraph","text":"Explore additional text editing options available at the bottom of the email template tray, including bullet lists, strikethroughs, quotes, links, and emojis, to enhance your email communication.","class":"no-margin"},{"type":"paragraph","text":"","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1073740227/d7c8d489d1060dec1315a697/Screenshot+2024-06-06+at+17_13_37.png?expires=1732417200\u0026signature=a7d516f96cbad89ba1246dd8198cb693ed1dfbf32a274711184eea7eb46f8e88\u0026req=dSAgFc56nYNdXvMW1HO4zawNMEWMfORwWLKbDSyc1fJOp5DInkpkTLqs3UzY%0AVLwD%0A","width":1502,"height":1582,"displayWidth":550,"align":"center"},{"type":"paragraph","text":"","class":"no-margin"}]},{"type":"subheading","text":"","idAttribute":"h_a7b0f9109d"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"collapsibleSection","summary":{"type":"subheading","text":"Customizing Proposal and Purchase Order Templates (Click Here To Expand)","idAttribute":""},"content":[{"type":"paragraph","text":"","class":"no-margin"},{"type":"paragraph","text":"Similar to invoice templates, \u003cb\u003edeal and budget\u003c/b\u003e \u003cb\u003eproposal\u003c/b\u003e and \u003cb\u003epurchase order templates\u003c/b\u003e offer customization options for Localization and Customization.","class":"no-margin"},{"type":"paragraph","text":"","class":"no-margin"},{"type":"paragraph","text":"\u003cb\u003eLOCALIZATION\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":"Choose the language for your PDFs. The selected document language determines the date format on your invoices. For instance, selecting English (US) will format dates as MM-DD-YYYY, while English (UK) will display dates as DD-MM-YYYY.","class":"no-margin"},{"type":"paragraph","text":"","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1073745133/c31c9581a00098ea5e211abc/Screenshot+2024-06-06+at+17_18_04.png?expires=1732417200\u0026signature=80ae463d18a5217583ca50fd6d12cc578860cfc6d33299c88edfe9e50fe0afc8\u0026req=dSAgFc56mIBcWvMW1HO4zaPi2RiHY%2BQWulbUhX436vsE6eDo8kc0A2Y1tQ%2BE%0A58un%0A","width":2220,"height":1382},{"type":"paragraph","text":"","class":"no-margin"},{"type":"paragraph","text":"\u003cb\u003eCUSTOMIZATION\u003c/b\u003e","class":"no-margin"},{"type":"orderedNestedList","text":"1. Include a default note to appear on every PDF template. If necessary, this note can be further edited while exporting the document in the deals or budgets screens.\n2. Add a custom footer to your document if desired.\n3. Attach files to include in the PDFs.\n4. Utilize the eye icon to hide specific labels or fields within the document.\n5. Enable the \"Disable repeating header\" option to display the header only on the first page of the invoice.\n \n","items":[{"content":[{"type":"paragraph","text":"Include a default note to appear on every PDF template. If necessary, this note can be further edited while exporting the document in the deals or budgets screens.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Add a custom footer to your document if desired.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Attach files to include in the PDFs.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Utilize the eye icon to hide specific labels or fields within the document.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Enable the \"Disable repeating header\" option to display the header only on the first page of the invoice.","class":"no-margin"},{"type":"paragraph","text":"","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1073750485/e7efab1e203d2248b80a18b2/Screenshot+2024-06-06+at+17_20_41.png?expires=1732417200\u0026signature=74c9830560bcaa18afa4731bc3fdb3f9aeaa9e44ecc545893adfe918b750e670\u0026req=dSAgFc57nYVXXPMW1HO4zbOPyw6B2zRVIyAdR1yYReINBpLE8w9B2HbIOI94%0AMizT%0A","width":2928,"height":1338}]}]},{"type":"paragraph","text":"","class":"no-margin"},{"type":"heading","text":"","idAttribute":"h_349857f65f"}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Override labels","idAttribute":"h_25e03ebd1b"},{"type":"paragraph","text":"If you need to use custom classifications in your documents, you can tick the \"Override labels\" box and add your own labels.","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1073714907/efd82c6bb4fa48a1634d41b6/Screenshot+2024-06-06+at+16_54_23.png?expires=1732417200\u0026signature=26c9d3fb425f46651d4f3779e22e79e8bc6328dc2f9c0ddb8b1e7a679737a33c\u0026req=dSAgFc5%2FmYhfXvMW1HO4zQXjkF089NvSrCYvzbXBuhbWCEa9iuQukmvgco65%0AKnMZWql1xNSsWs60SPs%3D%0A","width":2932,"height":918},{"type":"heading","text":" ","idAttribute":"h_d962042cef"},{"type":"heading","text":"Using Document Templates ","idAttribute":"h_dfdcccf281"},{"type":"paragraph","text":"After saving your document templates, you can use them in different segments of Productive.","class":"no-margin"},{"type":"subheading","text":"\u003cbr\u003eInvoice Templates","idAttribute":"h_9b4ba69e7e"},{"type":"unorderedNestedList","text":"- When drafting an invoice, select the desired invoice template from the \u003cb\u003eDocument template\u003c/b\u003e dropdown.\u003cbr\u003e\n","items":[{"content":[{"type":"paragraph","text":"When drafting an invoice, select the desired invoice template from the \u003cb\u003eDocument template\u003c/b\u003e dropdown.\u003cbr\u003e","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1073812289/608841cdc460f75adfa6af39/Screenshot+2024-06-06+at+18_09_50.png?expires=1732417200\u0026signature=12c3a650a33fa901b2ec379bb77dc7fa736e7cf4e63365d6f92548861b797530\u0026req=dSAgFcF%2Fn4NXUPMW1HO4zfaCtTDNAiEe0a4Vjkj5VLpj5j%2FNCtUrxLnVSOS9%0AtaDM%0A","width":2752,"height":1354}]}]},{"type":"unorderedNestedList","text":"- After finalizing the invoice and selecting the \u003cb\u003eSend to client\u003c/b\u003e option, the email setup reflects the one you added in the Document templates editor.\n \n","items":[{"content":[{"type":"paragraph","text":"After finalizing the invoice and selecting the \u003cb\u003eSend to client\u003c/b\u003e option, the email setup reflects the one you added in the Document templates editor.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1073825177/ae819c29fbdeacee1f398086/Screenshot+2024-06-06+at+18_19_31.png?expires=1732417200\u0026signature=1ad18c8a483f7cea9cdacf6e39a69c1f9e8180bffd48f956ce6cceb0add56f78\u0026req=dSAgFcF8mIBYXvMW1HO4ze67PaEGah%2FBRQuIQFbCphKINgcl2B48ZhARMnS5%0AFssY%0A","width":1512,"height":1500,"displayWidth":500,"align":"center"}]}]},{"type":"subheading","text":"Deal Proposal","idAttribute":"h_c4f19b0b32"},{"type":"unorderedNestedList","text":"- To export a deal proposal, navigate to the Deal sidebar and open the PDF tab.\n- From there, select or edit the proposal document information (by clicking on \u003cb\u003eEdit document info\u003c/b\u003e) and select \u003cb\u003eExport Proposal PDF\u003c/b\u003e to download the file.\u003cbr\u003e","items":[{"content":[{"type":"paragraph","text":"To export a deal proposal, navigate to the Deal sidebar and open the PDF tab.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"From there, select or edit the proposal document information (by clicking on \u003cb\u003eEdit document info\u003c/b\u003e) and select \u003cb\u003eExport Proposal PDF\u003c/b\u003e to download the file.\u003cbr\u003e","class":"no-margin"}]}]},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1073807921/94305a7ee90d83faec0927e3/Screenshot+2024-06-06+at+17_45_18.png?expires=1732417200\u0026signature=7f0b3d73a266bdaeae322176c626f8b7902087a66f98aa668e1c2cd472231ccc\u0026req=dSAgFcF%2BmohdWPMW1HO4zVdxYEc5x24dXylJjmMjYOy267VAJCB9WSdNyVKK%0AluIXj%2FL42gabmBgYQJw%3D%0A","width":2916,"height":1132},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"subheading","text":"Budget Proposal","idAttribute":"h_32d408e167"},{"type":"unorderedNestedList","text":"- Access the Budget sidebar and navigate to the PDF tab.\n- From there, either download the proposal file directly by selecting \u003cb\u003eExport Proposal PDF\u003c/b\u003e or further modify the file by selecting the \u003cb\u003eEdit document info\u003c/b\u003e option before downloading.\u003cbr\u003e","items":[{"content":[{"type":"paragraph","text":"Access the Budget sidebar and navigate to the PDF tab.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"From there, either download the proposal file directly by selecting \u003cb\u003eExport Proposal PDF\u003c/b\u003e or further modify the file by selecting the \u003cb\u003eEdit document info\u003c/b\u003e option before downloading.\u003cbr\u003e","class":"no-margin"}]}]},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1073778714/f1a18a3583851cede7fe4571/Screenshot+2024-06-06+at+17_43_01.png?expires=1732417200\u0026signature=d8671451a8d797f88e9642418973428b4202a413a765d47d245c150d2e2a9151\u0026req=dSAgFc55lYZeXfMW1HO4zX8xmlLYNXzSf2InxjdXzmCLDleJEkghFgqxHLPN%0AwbV0b36TUKckj644dSI%3D%0A","width":2918,"height":1204},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"subheading","text":"Purchase Order","idAttribute":"h_6d09055e5d"},{"type":"paragraph","text":"To assign a template to your \u003ca href=\"https://help.productive.io/en/articles/8266926-purchase-orders\"\u003epurchase order\u003c/a\u003e, select the \"\u003cb\u003eTemplate\u003c/b\u003e\" dropdown while drafting your purchase order.","class":"no-margin"},{"type":"paragraph","text":" 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