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Add a new document template

Updated on 22 Apr 2022

To make sure everyone in your company uses the same documents, you can create and add your own document templates for different file types. In this how-to guide, you’ll learn how to add a new document template to SuperOffice CRM.

Here you’ll find all the template variables available in SuperOffice CRM. Use them to personalise and automate the input of customer information to your documents.

Watch this video or follow the guided steps below to learn how you can add a document template in SuperOffice CRM (video length - 2:30):

Tip: To add new templates, you can easily copy an existing document template file and edit this to fit your needs.

 

 

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