With the CPQ add-on in Freshworks CRM, users can create and manage documents that they use on a daily basis. These include contracts, NDAs, quotes, MSAs, and more. To ensure consistency in design and content across documents, you can set up document templates for each document type. Users can create the required document using the template as a base.
Creating a document template
To create document templates, head over to Admin settings -> Document Templates -> Create template. Give the document template a name and choose the document type.
On the next screen, you can create your template on the canvas by dragging and dropping components from the right pane. Here’s the list of available elements that you can use:
Add text to your document and easily format the font and style of the text. Use placeholders to automatically fill in the record value in the document. You can disable the “Allow users to edit text” option. This helps ensure that the required text in the document cannot be edited by the user.
Add relevant images to your document.
Add videos to your documents using YouTube or Vimeo links. When the document is sent as a PDF to the customer, the video will have a clickable link embedded in the cover image.
4. Page Header and Footer
Set the header and footer for your document to display your company name, logo, and other information. You can create a new header/footer from scratch or use the existing header template. When creating a new header/footer, you can add an image with text and set the required layout. The recently used images are displayed on the pane to enable easy access to images. Once the header/footer is set up, you can save it as a template using the save option.
Use this element to create tables with column headers and add/remove columns or rows as required.
Note: Table does not support images in the header field.
6. 2 column rich-text/3 column rich-text
Use the 2 column rich-text/3 column rich-text element to display information with text, images, and videos.
7. Page break
When used, the page break element pushes the content after it to the second page. This can be viewed on the PDF generated.
8. Pricing table
The pricing table displays the product pricing information right from the Products module. The products can be added during document creation. You can customize the fields displayed on the pricing table and also enable/disable product image and description. The maximum limit for columns is 7, name and total price are required fields.
Note: If there are invalid fields in your template, your template will not be saved and an error message will appear. The invalid field will be highlighted in red.
Assign an email template to your document
Choose from existing email templates and tag your document with an email template. When the document is created and ready to send to the customer, the email content will be replaced with the email template.