Templates for documents and e-mails
One place for quote, invoice, contract, e-mail, SMS and payroll templates, with versions and languages.
Templates keep your documents and messages consistent. IDup collects them in one area, so you do not search several menus.
Where to find itTemplates in the sidebar, directly after the Documents / Files group.
The areas
- Overview — all templates in one list. Search, filter by type or create a new one.
- Quotes, Invoices, Delivery notes, Contracts, Work reports and Reminders — texts and PDF design.
- Emails and SMS & WhatsApp — all messages in one list. WhatsApp templates are created at Meta and shown here.
- Employment contracts, Payroll and Time tracking — templates for HR.
- Projects — project templates with milestones, and task templates with checklists.
- Design — logo, colours, font, header and footer for all PDFs, plus the Swiss QR bill.
Create a template
- Click New template and choose the type.
- Choose Start from a ready-made template, or start empty.
- Write the text. Click a placeholder to insert it at the cursor, for example the contact's first name.
- Click Preview, then Save. Use Set as default if it should be the standard.
Company details fill in themselves
Placeholders for your logo, name, address, VAT number, IBAN, phone and e-mail are filled from your company details. If something is missing, IDup asks you to complete it.
Languages and versions
A template can have one version per language. IDup sends the version in the recipient's language and falls back to the company language. Under Versions you can Restore an earlier one. Duplicate makes a copy.
Templates are not available in the private plans.
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