January 26th, 2026
Multiple design themes for invoices and quotes
Blue, green, and white professional templates included
Playground templates for testing and customization
Start with a pre-made template and customize
Professional designs ready to use immediately
Easy template switching and management
Add rich text content to invoices and quotes
Include terms, notes, or additional information
Format text with bold, italics, links, and more
Rich text appears in PDF output
Better document storytelling and context
Professional document formatting
Attach knowledge base items to invoices and quotes
Include product documentation in quotes
Add terms and conditions as attachments
References and supporting documents included
Automatically included in PDF output
Better customer communication
See invoices and quotes with all attachments
Preview combined PDFs with all content
See how everything looks together
Test before sending to customers
Better visual verification
Confidence in final output
Browse all available templates in one place
See preview of each template
Organize templates by type
System templates and custom templates together
Easy template selection and management
Better template organization
Templates section in settings for full control
Create new templates from scratch or system templates
Edit and customize existing templates
Duplicate templates as starting point
Full template lifecycle management
Flexible template organization
Invoices and quotes include all content
Accompanying text rendered in PDFs
Knowledge attachments merged into documents
Professional combined output
Consistent document structure
Better document quality
System templates available to all users
Create personal copies of system templates
Customize to your brand
Keep original system templates intact
Easy upgrade path
Scalable template management