Demo Purchase

Creating a quote or contract from a Word template

In Word, write a name in curly braces wherever your quote, contract or letter template needs filling in: {{Customer Name}}, {{Amount}}, {{Date}}. After you upload the template to SmartFiles, Create document from template opens a box for each field; the filled-in document is saved to the chosen folder as a new Word file. If a document with the same name exists, it becomes a new version. Details: team collaboration.

  • User
  • Write permission in the area

How to create a quote or contract from a Word template?

In Word, write a name in curly braces wherever your quote, contract or letter template needs filling in: {{Customer Name}}, {{Amount}}, {{Date}}. Who can do this: User; Write permission in the area. The new document appears in the folder you choose; the template itself does not change. After you upload the template to SmartFiles, Create document from template opens a box for each field; the filled-in document is saved to the chosen folder as a new Word file.

Steps

  1. Prepare your template in Word: write {{Field Name}} where each field is to be filled, and save.

  2. Upload and select the template in SmartFiles; in the detail panel, click Create document from template.

  3. Fill in every field in the popup window 1. The {{Tarih}} field comes pre-filled with today's date.

  4. Select the Folder to save; if you wish, change the File name 2.

  5. Click Create document 3.

Document window from template: fields in the Word template, folder and file name
  1. 1The {{Customer Name}} field in Word
  2. 2If left blank, the suggested name is used
  3. 3Saves the filled document to the folder
With demo data.
"Result The new document appears in the selected folder; the template itself remains unchanged. The document is prepared in your browser and uploaded directly to storage.
"Caution Templates must be in Word (.docx) format. Text formatting (bold, colour) in the domain may not be transferred to the filled value; formatting around the field is preserved.
"Tip The same area can appear multiple times in a template; filling it once is sufficient. Multi-line values (e.g., address) are transferred line by line.

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