Document templates

For organisation admins · ~3 min read

Settings → Templates → Document Templates are the print/PDF layouts BUZ fills in with each job’s data — quotes, invoices, work orders and the like. Upload a layout, set where it’s used, and optionally scope it to specific customer groups.

Figure 1 — the Document Templates list. (1) Each template has a Type (Quote, Invoice, Order…) and a Usage area; the Cust Confirm tick sends it automatically when an order is confirmed.

1. Upload Template to add a layout (or ✎ to edit).
2. Set its Description, Type and Usage.
3. Tick Send on Confirmation to email it automatically when a customer confirms.
4. Optionally scope it to Customer Groups, then Save.

Good to know

• Customer-group overrides let wholesale and retail customers get different paperwork from the same event.
• Test before relying on it — send yourself a quote to check the layout.