Document templates allow you to completely customise the look and formatting of the following documents in WorkGuru:

  • Quotes
  • Invoices
  • Projects
  • Purchase Orders
  • Project Groups
  • Assets

They are built in the Microsoft Word format using WorkGuru's MergeField library (available here).   When an appropriate WorkGuru MergeField is added to the document, it will print the associated field data from the WorkGuru source.  Eg [ProjectNumber], [InvoiceNumber].     The formatting of the MergeField is controlled by MS Word (bold, font, text size etc).

These templates are available in a dropdown when printing or emailing from the appropriate document source.