The commercial documents and emails you transmit from Fact are much more than simple information supports. They reflect the identity of your company and testify to your professionalism. 

Indeed, it is through them that your customers perceive your company.

Fact allows you to personalize your mails and documents so that you can adapt them to your recipients, your industry, and your brand.

To do this, go to the "Customization" section in the Settings.

Customization of documents

From "DOCUMENTS" tab in the "Customization" section, you can choose a document template from among 7 predefined templates or create a completely customized template.

The 7 predefined templates available are as follows:

Choose a template

To select a document template for your next documents, you can add it to your favorites.

Here are the steps to follow:

1. Click on the actions menu located to the right of the template name (the three dots).
2. Click on "Define as favorite"

Set a template

Choose the font and add a logo

The font and logo are set independently of the document template choice. In other words, once configured, there is no need to revisit them, even if the template changes.

Regarding the logo, here are the format and size to be respected:

• Format: .png or .jpg
• Maximum size: 100kb, maximum width: 850px, maximum height: 130px

Set a predefined template

When a predefined template is selected as a favorite, it can be modified using the form located on the left side of the list.

It is possible:

• to configure template colors  (the color selection palette is available by clicking on the color code)
• to hide some fields:
  • Customer number,
  • Quantity column,
  • Unit column,
  • Reference column,
  • VAT column,
  • Footer notes.
• to add the invoiced period
• to choose a specific label (for example: "Fee Notes" instead of "Invoices")

To save, it is necessary to click on the "SAVE" button located at the bottom right of the screen.

Create et set a customized template

Creating a customized template allows for more flexible customization of the document's appearance. It is notably possible to move information blocks or add new ones.

To create a new template, click on the "NEW TEMPLATE" button located at the top right of the list of templates.

Next, edit the template in the editing screen and click on "SAVE":

Once saved, a custom document template appears as a blue thumbnail in your list of templates:

Customize email templates

Fact allows you to send your documents or reminders directly by email to your customers. Here you have the possibility to customize the body of the email that will be used by default when sending your emails. Note that you can modify the email before each sending in order to personalize your email on a case-by-case basis

1. Click on “Settings”, “Customization” and then on “Mails”
2. Modify the body of the mail if necessary
3. Click on “Save” to validate your information