Presets
Build a document once, reuse it forever.
A preset saves a document’s whole structure so you don’t rebuild the same quote or invoice every time. Set it up once, then load it into a new document and just pick the customer and adjust the prices. Perfect for repeat jobs and standard service packages.
Save a preset
- Open or build a quote or invoice the way you like it (template, columns, items, notes, terms).
- Click Save Preset in the editor toolbar.
- Give it a name (e.g. “Standard IT Service Quote”).
- Choose whether to include the current line items (on by default), then Save Preset.
What a preset saves
- Template layout and accent.
- Column structure of the items table.
- Notes & terms.
- Currency, payment terms and validity.
- Line items (optional — uncheck to save just the structure).
Customer details aren’t stored in a preset, so each new document still starts with a clean recipient — you only set the customer and tweak prices.
Use a preset
- In a quote or invoice, click Load Preset in the toolbar.
- Pick a preset — its template, columns, items, notes, terms and settings fill in instantly.
- Choose the customer, adjust quantities or prices, and save.
Presets are kept per document type: your quote presets appear when you’re working on a quote, your invoice presets when you’re on an invoice.