Templates and ready-made documents

Instead of hunting through the modules, open Templates. It collects the templates of your workspace in one place.

What you find

• Documents: quotes, invoices, delivery notes, contracts, work reports and reminders.
• E-mails, including the reminder levels 1 to 3.
• SMS & WhatsApp.
• Staff: employment contracts, payslip and time sheets.
• Projects.
• Design: the look of your documents and the QR-bill details.
• Marketing: links to the newsletter, popups and landing pages.

Ready-made templates

Each company gets ready-made templates in the Swiss standard:

• Quote and order confirmation.
• General contract and service contract.
• Employment contracts for permanent, part-time and hourly staff, termination, employment reference and employment confirmation.
• Swiss payslip.
• Project with 5 phases and a checklist.
• Standard terms and customer notes for invoices, credit notes, quotes, delivery notes and orders.

Texts exist in all 30 languages. Existing texts are not overwritten. Only empty fields are filled.

Your company data fills in automatically

Placeholders such as company name, address, VAT number, IBAN, phone, e-mail, website and logo fill in on e-mails, quotes, contracts and staff documents. The company block on every PDF shows them too. If the VAT number is missing, you see a hint with a link to the company data.