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Document Templates

Document Templates

Owned by Brendan Saunders
Last updated: May 09, 2025 by Alex Morrisson

Introduction to Document Templates

Overview
Document templates in BUZ are a fast, reliable way to generate customer-facing documents like quotes, invoices, and statements. They pull information automatically from your system using merge fields, reducing manual entry errors and saving you time.

Where Can Templates Be Used?
You can create document templates for:

  • Quotes

  • Invoices

  • Statements

  • Delivery Dockets

  • Receipts

  • Credit Notes

  • Purchase Orders

  • Email on Status Change

⚠️ Note: You cannot name a template "Job Sheet".

Benefits of Using Templates

  • Consistent branding and communication

  • Reduced manual input

  • Automated customer communications

  • Improved accuracy in order documentation

Deleting a Document Template

Select the template to be deleted from the list.

Having opened the document template scroll to the bottom and on the far right is a button click this. You will be asked to confirm the delete once confirmed the document cannot be recovered.