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Example Word Add-in Templates

To help you get up and running with the Word Add-in we have developed a series of Templates to help get you started. These can be used out of the box as they are or used as a starting point to be further customised and developed. Download links for each file can be found below.

Template Reports

These Templates all run from the same Template Reports which are accessible from Start > New > Report > Create a report from a template report which are all listed below:

Record Type Template Report Name Template Notes
Contracts Template – Word Template – Contract Includes Line Item Start & End Dates
Credit Notes Template – Word Template – Credit Note Includes calculations to convert negative currency values to positive
Invoices Template – Word Template – Invoice Includes space for bank details
Orders Template – Word Template – Order Includes a signature block
Quotes Template – Word Template – Quote Includes a signature block

 

Unified Templates

This set of templates is based on our Unified PDF templates that come as standard for all customers.

Select the below Record Type to download the relevant Word Template:

Landscape Templates

This set of templates provides an example of a different header format and a landscape layout.

Select the below Record Type to download the relevant Word Template: