Introduction
Here you can find inspiration for your document template. These are functional templates which means that each template focuses on specific information, such as adding units to your table.
In the first column you can read the details of each variation to know which one fits your needs. Next to it, you can click on the preview to display the generated PDF. And last but not least, click on the button to download the template which you can upload in your own Teamleader Focus account.
Remember that you can still make changes to all the variations and that this is just a guideline to help you create your perfect template.
Index:
Quotations
Note: When creating a quotation, you can also immediately preview the lay out and choose to hide certain items on your quotations like unit prices, (sub)totals or VAT. Do this if you don't want to change your complete template, but only want to apply these changes to certain quotations.
Variation 1A: basic
This is the standard Teamleader Focus template with an introduction text, a clear table for your articles and the standard signature area.
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Variation 1B: basic template without “both parties agree”
This is the standard Teamleader Focus template with an introduction text, a clear table for your articles, but with a different signature area.
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Variation 2: hidden quotation text
This is the basic Teamleader Focus template, but without an introduction text. You can use the quotation text in Teamleader Focus as internal communication. To hide the introduction text you also need to change the color for .quotation_text p in the CSS.
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Variation 3: header number + date
This template shows the quotation number and date in the header so that it can be shown on every page.
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Variation 4: without VAT (only excl VAT)
As a B2B company, you have the option in this template to show all prices without VAT.
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Variation 5A: no subtitles
Leave out the subtitles on your quotation.
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Variation 5B: subtitles total
This variation displays a total amount for each subtitle. | ||
Variation 6: without units
This variation has no 'units'.
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Variation 7: position number
Give each article a position number automatically, to make it easier for customers asking information about a certain article by referring to the numbers and keeping an overview!
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Variation 8: contract
By default, Teamleader Focus doesn't have a contract module. However, some of our customers use this option to prepare a contract that customers can sign. Here you can find the template to get you started.
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Variation 9: add quotation name By adding the shortcode $QUOTATION_NAME$ to your template you can also, next to the deal name or number, add your quotation name to your document. |
Invoices
Variation 1: basic
This is the standard Teamleader Focus template with a clear table for your articles and prices.
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Variation 2: subscriptions
If you are using subscriptions, this will be the template variation you need! It clearly shows the license period and next renewal date. | ||
Variation 3: header number + date
This template shows the invoice number and date in the header so that it can be shown on every page.
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Variation 4: no subtitles
Leave out the subtitles on your invoice.
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Variation 5: units in a separate column
This variation has a different column for units.
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Variation 6: company details in the footer
This template shows you company details in the footer so that it can be shown on every page.
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Variation 7: position number
Give each article a position number automatically, to make it easier for customers asking information about a certain article by referring to the numbers and keeping an overview!
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Variation 8: QR code
Get paid even faster by putting a SEPA QR code on your invoice. Read everything about it here. |
Note: Did you already create quotations and invoices before changing your template and do you want to save your old documents with the new template? Follow these steps:
Quotation
Click on the quotation > 3 dots > Edit quotation > Save, or click on the deal > Click on the 3 dots next to the quotation > Edit > Save
The quotation will be updated with your new template
Invoices
Click on the Invoice
Click on the 3 dots next to Info
Click on Change customer
Click on Save
Click on the pencil next to Contents
Click Save
The invoice will be updated with your new template
Example templates
Here, you can find example templates with our Teamleader branding of the following documents: